Oak Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 15,232 shares of VNQ stock, worth $1.36 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
15,232
Previous 3,770 304.03%
Holding current value
$1.36 Million
Previous $341 Million 297.39%
% of portfolio
0.87%
Previous 0.25%

Shares

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

Jul 15, 2025
BUY
$79.79 - $91.42 $914,552 - $1.05 Million
11,462 Added 304.03%
15,232 $1.36 Billion
Q4 2024

Feb 14, 2025
BUY
$87.85 - $98.6 $331,194 - $371,722
3,770 New
3,770 $336 Million

Others Institutions Holding VNQ

# of Institutions
1,928
Shares Held
247M
Call Options Held
1.13M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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