Oak Hill Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Oak Hill Wealth Advisors, LLC
- $420 Billion
- Q4 2024
A detailed history of Oak Hill Wealth Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 86,581 shares of VMBS stock, worth $3.95 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
86,581
Previous 79,951
8.29%
Holding current value
$3.95 Million
Previous $3.77 Billion
4.0%
% of portfolio
0.94%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
653Shares Held
347MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.26 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$908 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$392 Million0.03% of portfolio
-
Assetmark, Inc8.12MShares$371 Million1.01% of portfolio