Oakwell Private Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Oakwell Private Wealth Management, LLC

  • $357 Million
  • Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 421,897 shares of VTI stock, worth $126 Million. This represents 34.28% of its overall portfolio holdings.

Number of Shares
421,897
Previous 393,193 7.3%
Holding current value
$126 Million
Previous $111 Million 9.82%
% of portfolio
34.28%
Previous 32.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$280.04 - $302.45 $8.04 Million - $8.68 Million
28,704 Added 7.3%
421,897 $122 Million
Q3 2024

Nov 04, 2024
SELL
$255.18 - $283.2 $8.01 Million - $8.89 Million
-31,397 Reduced 7.39%
393,193 $111 Million
Q2 2024

Aug 08, 2024
BUY
$245.23 - $269.4 $5.66 Million - $6.22 Million
23,078 Added 5.75%
424,590 $114 Million
Q1 2024

Apr 25, 2024
BUY
$232.77 - $260.14 $7.61 Million - $8.51 Million
32,707 Added 8.87%
401,512 $104 Million
Q4 2023

Feb 05, 2024
BUY
$203.12 - $238.25 $6.05 Million - $7.09 Million
29,761 Added 8.78%
368,805 $87.5 Million
Q3 2023

Oct 30, 2023
BUY
$211.41 - $228.35 $3.67 Million - $3.96 Million
17,342 Added 5.39%
339,044 $72 Million
Q2 2023

Jul 26, 2023
BUY
$200.75 - $220.28 $7.74 Million - $8.49 Million
38,546 Added 13.61%
321,702 $70.9 Million
Q1 2023

May 04, 2023
BUY
$189.85 - $210.01 $1.71 Million - $1.89 Million
8,999 Added 3.28%
283,156 $57.8 Million
Q4 2022

Feb 01, 2023
BUY
$179.3 - $204.18 $2.37 Million - $2.7 Million
13,233 Added 5.07%
274,157 $52.4 Million
Q3 2022

Oct 27, 2022
SELL
$179.47 - $216.24 $1.04 Million - $1.25 Million
-5,772 Reduced 2.16%
260,924 $46.8 Million
Q2 2022

Aug 03, 2022
BUY
$183.02 - $230.52 $2.76 Million - $3.48 Million
15,097 Added 6.0%
266,696 $50.3 Million
Q1 2022

May 03, 2022
BUY
$209.9 - $242.97 $2.71 Million - $3.13 Million
12,898 Added 5.4%
251,599 $57.3 Million
Q4 2021

Jan 21, 2022
BUY
$221.73 - $242.96 $2.07 Million - $2.27 Million
9,356 Added 4.08%
238,701 $57.6 Million
Q3 2021

Oct 14, 2021
BUY
$219.23 - $234.37 $20.6 Million - $22.1 Million
94,121 Added 69.6%
229,345 $50.9 Million
Q2 2021

Jul 29, 2021
BUY
$209.28 - $222.82 $5.8 Million - $6.18 Million
27,730 Added 25.8%
135,224 $30.1 Million
Q1 2021

Apr 21, 2021
BUY
$191.87 - $208.85 $1.62 Million - $1.76 Million
8,423 Added 8.5%
107,494 $22.2 Million
Q4 2020

Feb 10, 2021
BUY
$166.99 - $194.64 $16.5 Million - $19.3 Million
99,071 New
99,071 $19.3 Million

Others Institutions Holding VTI

# of Institutions
3,202
Shares Held
454M
Call Options Held
1.8M
Put Options Held
611K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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