Oak Wealth Advisors LLC Vanguard Small Cap ETF Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,194 shares of VB stock, worth $1.25 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
5,194
Previous 5,373 3.33%
Holding current value
$1.25 Million
Previous $1.19 Billion 3.31%
% of portfolio
0.79%
Previous 0.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$193.73 - $237.37 $34,677 - $42,489
-179 Reduced 3.33%
5,194 $1.23 Billion
Q1 2025

Apr 23, 2025
BUY
$217.89 - $252.64 $252,752 - $293,062
1,160 Added 27.53%
5,373 $1.19 Billion
Q4 2024

Feb 14, 2025
BUY
$233.76 - $261.58 $984,830 - $1.1 Million
4,213 New
4,213 $1.01 Billion

Others Institutions Holding VB

# of Institutions
2,381
Shares Held
167M
Call Options Held
78.1K
Put Options Held
29.4K
View Full List

About VANGUARD SMALL-CAP ETF

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