Oak Family Advisors, LLC Vanguard Total World Stk Index Transaction History

Oak Family Advisors, LLC

  • $286 Million
  • Q2 2024

A detailed history of Oak Family Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Oak Family Advisors, LLC holds 2,907 shares of VT stock, worth $346,281. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,907
Previous 1,893 53.57%
Holding current value
$346,281
Previous $209,000 56.46%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Jul 23, 2024
BUY
$104.94 - $113.51 $106,409 - $115,099
1,014 Added 53.57%
2,907 $327,000
Q1 2024

Apr 24, 2024
SELL
$100.68 - $110.5 $14,095 - $15,470
-140 Reduced 6.89%
1,893 $209,000
Q4 2023

Jan 30, 2024
BUY
$88.97 - $103.1 $180,876 - $209,602
2,033 New
2,033 $209,000
Q2 2023

Aug 02, 2023
SELL
$91.33 - $98.06 $10,502 - $11,276
-115 Reduced 4.95%
2,207 $214,000
Q1 2023

May 01, 2023
SELL
$86.24 - $94.55 $2,156 - $2,363
-25 Reduced 1.07%
2,322 $213,000
Q4 2022

Jan 27, 2023
BUY
$78.67 - $91.07 $184,638 - $213,741
2,347 New
2,347 $0
Q2 2022

Jul 29, 2022
SELL
$83.88 - $102.77 $4,194 - $5,138
-50 Reduced 2.04%
2,403 $205,000
Q1 2022

May 03, 2022
SELL
$93.8 - $108.09 $4,596 - $5,296
-49 Reduced 1.96%
2,453 $248,000
Q4 2021

Feb 02, 2022
BUY
$101.45 - $109.23 $101 - $109
1 Added 0.04%
2,502 $269,000
Q3 2021

Nov 10, 2021
SELL
$101.52 - $107.65 $102,230 - $108,403
-1,007 Reduced 28.71%
2,501 $255,000
Q2 2021

Jul 29, 2021
SELL
$98.57 - $104.51 $3,449 - $3,657
-35 Reduced 0.99%
3,508 $364,000
Q1 2021

May 05, 2021
SELL
$92.05 - $98.71 $33,506 - $35,930
-364 Reduced 9.32%
3,543 $0
Q4 2020

Feb 12, 2021
BUY
$78.99 - $92.58 $308,613 - $361,710
3,907 New
3,907 $0

Others Institutions Holding VT

# of Institutions
959
Shares Held
86.8M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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