Oak Hill Wealth Advisors, LLC Purchases in Q1 2025

Oak Hill Wealth Advisors, LLC

  • $431 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
89.5K
+ 16.18%
$47.4 - $52.99 $4.24M - $4.74M
642K $32.7B
VTV
Vanguard Value ETF

ETFs
7.15K
+ 3.61%
$167.73 - $179.21 $1.2M - $1.28M
205K $35.5B
CGMU
Capital Group Core Plus Income
43K
+ 111.35%
N/A
81.7K $2.19B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.2K
+ 11.93%
$67.08 - $76.14 $617K - $701K
86.4K $6.36B
VIG
Vanguard Dividend Appreciation

ETFs
6.9K
+ 4.57%
N/A
158K $30.6B
BNDX
Vanguard Total International B

ETFs
22.4K
+ 5.94%
$48.33 - $49.5 $1.08M - $1.11M
401K $19.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.7K
+ 10.28%
$76.94 - $78.28 $826K - $840K
115K $9.01B
IBM
International Business Machines Corp

Technology
3.05K
+ 97.85%
$217.4 - $264.74 $664K - $809K
6.18K $1.54B
Vanguard Mun Bd Fds
6.62K
+ 91.59%
N/A
13.8K $1.37B
PM
Philip Morris International Inc.

Consumer Defensive
1.76K
+ 18.43%
$117.15 - $158.79 $206K - $280K
11.3K $1.8B
Vanguard Mun Bd Fds
7.75K
New
N/A
7.75K $575M
MO
Altria Group, Inc.

Consumer Defensive
4.67K
+ 13.0%
$50.81 - $60.02 $237K - $280K
40.6K $2.43B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.34K
+ 11.99%
$66.9 - $71.57 $424K - $454K
59.2K $4.17B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.71K
+ 2.16%
$126.11 - $135.06 $342K - $367K
128K $16.5B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.43K
+ 10.89%
$44.68 - $46.49 $421K - $438K
96K $4.45B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.63K
+ 5.12%
$78.97 - $85.82 $287K - $312K
74.6K $6.19B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.47K
+ 10.97%
$73.78 - $76.59 $403K - $419K
55.3K $4.24B
Capital Group Dividend Growe
13.9K
+ 45.78%
N/A
44.2K $1.37B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.25K
+ 2.5%
$79.17 - $82.04 $257K - $267K
133K $10.9B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
13.8K
+ 101.34%
$23.9 - $24.43 $331K - $338K
27.5K $662M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.39K
+ 6.46%
$53.99 - $58.43 $183K - $198K
55.9K $3.22B
Capital Grp Fixed Incm ETF T
11.9K
New
N/A
11.9K $299M
Capital Grp Fixed Incm ETF T
11.4K
+ 90.67%
N/A
24.1K $626M
CVS
Cvs Health Corp

Healthcare
4.32K
New
$44.22 - $68.64 $191K - $296K
4.32K $293M
IVV
Ishares Core S&P 500 ETF

ETFs
510
New
$554.06 - $615.85 $283K - $314K
510 $287M
PG
Procter & Gamble CO

Consumer Defensive
1.05K
+ 2.94%
$158.56 - $176.26 $167K - $186K
36.8K $6.28B
CGDV
Capital Group Divid Value ETF

ETFs
6.93K
+ 25.05%
$34.95 - $37.36 $242K - $259K
34.6K $1.23B
Allspring Exchange Traded Fu
9.26K
New
N/A
9.26K $231M
KO
Coca Cola CO

Consumer Defensive
1.2K
+ 8.04%
$60.81 - $72.32 $73K - $86.8K
16.1K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
628
+ 6.08%
$225.19 - $279.95 $141K - $176K
11K $2.69B
Linde PLC
449
New
N/A
449 $209M
VDE
Vanguard Energy ETF

ETFs
1.6K
New
$119.14 - $132.76 $191K - $212K
1.6K $208M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.98K
+ 60.65%
$49.69 - $50.76 $198K - $202K
10.5K $527M
DUK
Duke Energy Corp

Utilities
919
+ 19.25%
$105.87 - $121.97 $97.3K - $112K
5.69K $694M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.34K
+ 52.98%
N/A
6.75K $433M
YLD
Principal Exchange Traded Fds

ETFs
7.23K
+ 66.5%
$19.03 - $19.51 $138K - $141K
18.1K $345M
T
At&T Inc.

Communication Services
333
+ 1.45%
$21.56 - $28.28 $7.18K - $9.42K
23.2K $657M
GE
General Electric CO

Industrials
375
+ 26.21%
$168.59 - $212.13 $63.2K - $79.5K
1.81K $361M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.66K
+ 30.88%
$33.98 - $39.84 $158K - $186K
19.8K $677M
UNH
Unitedhealth Group Inc

Healthcare
105
+ 4.0%
$461.52 - $548.18 $48.5K - $57.6K
2.73K $1.43B
VGSH
Vanguard

ETFs
922
+ 3.24%
$58.07 - $58.69 $53.5K - $54.1K
29.4K $1.73B
PEP
Pepsico Inc

Consumer Defensive
299
+ 5.08%
$142.64 - $156.42 $42.6K - $46.8K
6.18K $927M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.31%
$890.62 - $1076.86 $2.67K - $3.23K
970 $918M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.06%
$124.46 - $147.4 $124 - $147
1.81K $258M
Vanguard Malvern Fds
135
+ 2.33%
N/A
5.94K $461M
QCOM
Qualcomm Inc

Technology
4
+ 0.11%
$151.94 - $175.86 $608 - $703
3.76K $578M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.21%
$222.66 - $268.42 $668 - $805
1.43K $333M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.7%
$507.05 - $563.67 $3.55K - $3.95K
1K $514M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$183.02 - $207.75 $183 - $208
3.5K $651M
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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