Oak Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025
Number of Shares
12,235
Previous 7,478 63.61%
Holding current value
$1.23 Billion
Previous $737 Million 66.55%
% of portfolio
0.71%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
4,757 Added 63.61%
12,235 $1.23 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
4,543 Added 154.79%
7,478 $737 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-30 Reduced 1.01%
2,935 $290 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,965 New
2,965 $295 Million
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