Oak Hill Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Oak Hill Wealth Advisors, LLC

$420 Billion
Q4 2024

A detailed history of Oak Hill Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 3,494 shares of VBR stock, worth $648,241. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,494

Previous 3,394 2.95%

Holding current value

$648,241

Previous $681 Million 1.61%

% of portfolio

0.17%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$197.36 - $217.3 $689,575 - $759,246	3,494 New	3,494 $692 Million
Q2 2024 Jul 12, 2024	BUY	$177.65 - $191.11 $602,944 - $648,627	3,394 New	3,394 $619 Million
Q4 2023 Feb 07, 2024	BUY	$149.18 - $181.94 $14,022 - $17,102	94 Added 2.14%	4,494 $809 Million
Q3 2023 Apr 02, 2024	BUY	$157.33 - $174.39 $4,090 - $4,534	26 Added 0.59%	4,400 $702 Million
Q3 2023 Nov 02, 2023	SELL	$157.33 - $174.39 $11,642 - $12,904	-74 Reduced 1.65%	4,400 $702 Million
Q2 2023 Apr 02, 2024	SELL	$150.74 - $165.4 $3,919 - $4,300	-26 Reduced 0.59%	4,374 $724 Million
Q2 2023 Jul 25, 2023	BUY	$150.74 - $165.4 $11,154 - $12,239	74 Added 1.68%	4,474 $740 Million
Q1 2023 Apr 02, 2024	BUY	$150.22 - $177.69 $15,022 - $17,769	100 Added 2.33%	4,400 $699 Million
Q4 2022 Apr 02, 2024	SELL	$147.25 - $169.54 $28,566 - $32,890	-194 Reduced 4.32%	4,300 $683 Million
Q4 2022 Feb 14, 2023	BUY	$147.25 - $169.54 $647,900 - $745,976	4,400 New	4,400 $699 Million

Others Institutions Holding VBR

# of Institutions

1,708

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Oak Hill Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History