Oakwell Private Wealth Management, LLC Vanguard Ftse Developed Market Transaction History

Oakwell Private Wealth Management, LLC

$357 Million
Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 845,496 shares of VEA stock, worth $42.6 Million. This represents 11.34% of its overall portfolio holdings.

Number of Shares

845,496

Previous 761,448 11.04%

Holding current value

$42.6 Million

Previous $40.2 Million 0.54%

% of portfolio

11.34%

Previous 11.57%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$47.57 - $52.44 $4 Million - $4.41 Million	84,048 Added 11.04%	845,496 $40.4 Million
Q3 2024 Nov 04, 2024	SELL	$47.6 - $53.31 $1.97 Million - $2.21 Million	-41,414 Reduced 5.16%	761,448 $40.2 Million
Q2 2024 Aug 08, 2024	BUY	$47.83 - $51.21 $2.78 Million - $2.97 Million	58,022 Added 7.79%	802,862 $39.7 Million
Q1 2024 Apr 25, 2024	BUY	$46.21 - $50.27 $3.66 Million - $3.98 Million	79,108 Added 11.88%	744,840 $37.4 Million
Q4 2023 Feb 05, 2024	BUY	$41.58 - $47.99 $3.13 Million - $3.61 Million	75,328 Added 12.76%	665,732 $31.9 Million
Q3 2023 Oct 30, 2023	BUY	$43.5 - $47.63 $1.65 Million - $1.8 Million	37,832 Added 6.85%	590,404 $25.8 Million
Q2 2023 Jul 26, 2023	BUY	$44.63 - $47.33 $2.76 Million - $2.92 Million	61,739 Added 12.58%	552,572 $25.5 Million
Q1 2023 May 04, 2023	BUY	$42.2 - $46.17 $786,692 - $860,701	18,642 Added 3.95%	490,833 $22.2 Million
Q4 2022 Feb 01, 2023	BUY	$36.19 - $43.78 $817,749 - $989,252	22,596 Added 5.03%	472,191 $19.8 Million
Q3 2022 Oct 27, 2022	SELL	$36.19 - $43.74 $1.09 Million - $1.32 Million	-30,146 Reduced 6.28%	449,595 $16.3 Million
Q2 2022 Aug 03, 2022	BUY	$40.38 - $48.66 $932,293 - $1.12 Million	23,088 Added 5.06%	479,741 $19.6 Million
Q1 2022 May 03, 2022	BUY	$44.13 - $51.72 $1.6 Million - $1.88 Million	36,319 Added 8.64%	456,653 $21.9 Million
Q4 2021 Jan 21, 2022	BUY	$49.38 - $52.95 $1.2 Million - $1.28 Million	24,226 Added 6.12%	420,334 $21.5 Million
Q3 2021 Oct 14, 2021	BUY	$50.07 - $53.43 $8.34 Million - $8.9 Million	166,640 Added 72.62%	396,108 $20 Million
Q2 2021 Jul 29, 2021	BUY	$49.75 - $53.3 $1.12 Million - $1.2 Million	22,558 Added 10.9%	229,468 $11.8 Million
Q1 2021 Apr 21, 2021	BUY	$46.87 - $50.05 $715,564 - $764,113	15,267 Added 7.97%	206,910 $10.2 Million
Q4 2020 Feb 10, 2021	BUY	$39.45 - $47.53 $7.56 Million - $9.11 Million	191,643 New	191,643 $9.05 Million

Others Institutions Holding VEA

# of Institutions

2,501

Shares Held

2.15B

Call Options Held

217K

Put Options Held

174K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Account

Oakwell Private Wealth Management, LLC Vanguard Ftse Developed Market Transaction History