Northern Oak Wealth Management Inc Vanguard Transaction History

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Vanguard stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 773,486 shares of VGSH stock, worth $45.2 Million. This represents 5.71% of its overall portfolio holdings.

Number of Shares
773,486
Previous 792,722 2.43%
Holding current value
$45.2 Million
Previous $46.8 Million 3.82%
% of portfolio
5.71%
Previous 5.46%

Shares

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

Jan 21, 2025
SELL
$58.02 - $58.88 $1.12 Million - $1.13 Million
-19,236 Reduced 2.43%
773,486 $45 Million
Q3 2024

Oct 30, 2024
BUY
$57.74 - $59.13 $3.22 Million - $3.3 Million
55,764 Added 7.57%
792,722 $46.8 Million
Q2 2024

Jul 26, 2024
BUY
$57.55 - $58.0 $169,945 - $171,274
2,953 Added 0.4%
736,958 $42.7 Million
Q1 2024

May 01, 2024
BUY
$57.88 - $58.54 $100,942 - $102,093
1,744 Added 0.24%
734,005 $42.6 Million
Q4 2023

Jan 11, 2024
BUY
$57.34 - $58.41 $1.38 Million - $1.4 Million
24,014 Added 3.39%
732,261 $42.7 Million
Q3 2023

Oct 24, 2023
BUY
$57.47 - $57.91 $4.32 Million - $4.35 Million
75,142 Added 11.87%
708,247 $40.8 Million
Q2 2023

Jul 31, 2023
BUY
$57.72 - $58.69 $1.1 Million - $1.12 Million
19,000 Added 3.09%
633,105 $36.5 Million
Q1 2023

May 09, 2023
BUY
$57.32 - $58.77 $5.72 Million - $5.86 Million
99,782 Added 19.4%
614,105 $35.9 Million
Q4 2022

Feb 13, 2023
BUY
$57.38 - $58.13 $8.48 Million - $8.59 Million
147,824 Added 40.33%
514,323 $29.7 Million
Q3 2022

Nov 14, 2022
BUY
$57.67 - $59.08 $20.8 Million - $21.4 Million
361,521 Added 7262.37%
366,499 $21.2 Million
Q2 2022

Aug 16, 2022
BUY
$58.29 - $59.37 $290,167 - $295,543
4,978 New
4,978 $293,000

Others Institutions Holding VGSH

# of Institutions
935
Shares Held
230M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email