Oak Family Advisors, LLC Vanguard Transaction History

Oak Family Advisors, LLC

  • $286 Million
  • Q2 2024

A detailed history of Oak Family Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Oak Family Advisors, LLC holds 8,970 shares of VGSH stock, worth $528,153. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,970
Previous 5,557 61.42%
Holding current value
$528,153
Previous $322,000 61.49%
% of portfolio
0.18%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$57.55 - $58.0 $196,418 - $197,954
3,413 Added 61.42%
8,970 $520,000
Q1 2024

Apr 24, 2024
BUY
$57.88 - $58.54 $321,639 - $325,306
5,557 New
5,557 $322,000
Q4 2021

Feb 02, 2022
SELL
$60.79 - $61.43 $607,900 - $614,300
-10,000 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$61.41 - $61.64 $614,100 - $616,400
10,000 New
10,000 $614,000

Others Institutions Holding VGSH

# of Institutions
901
Shares Held
232M
Call Options Held
15.1K
Put Options Held
44K
View Full List

About VANGUARD

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