Oak Wealth Advisors LLC Vanguard Value ETF Transaction History
Oak Wealth Advisors LLC
- $172 Billion
- Q3 2025
A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,660 shares of VTV stock, worth $1.06 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
5,660
Previous 5,930
4.55%
Holding current value
$1.06 Million
Previous $1.05 Billion
0.67%
% of portfolio
0.62%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio