Oak Wealth Advisors LLC Vanguard Small Cap ETF Transaction History

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 2025

A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,373 shares of VB stock, worth $1.15 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
5,373
Previous 4,213 27.53%
Holding current value
$1.15 Million
Previous $1.01 Billion 17.7%
% of portfolio
0.88%
Previous 0.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$217.89 - $252.64 $252,752 - $293,062
1,160 Added 27.53%
5,373 $1.19 Billion
Q4 2024

Feb 14, 2025
BUY
$233.76 - $261.58 $984,830 - $1.1 Million
4,213 New
4,213 $1.01 Billion

Others Institutions Holding VB

# of Institutions
2,345
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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