Oak Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 2,178 shares of VTI stock, worth $700,880. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,178
Previous 1,701 28.04%
Holding current value
$700,880
Previous $468 Million 41.59%
% of portfolio
0.42%
Previous 0.35%

Shares

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

Jul 15, 2025
BUY
$243.75 - $303.93 $116,268 - $144,974
477 Added 28.04%
2,178 $662 Million
Q1 2025

Apr 23, 2025
SELL
$271.18 - $303.12 $8,948 - $10,002
-33 Reduced 1.9%
1,701 $468 Million
Q4 2024

Feb 14, 2025
BUY
$280.04 - $302.45 $485,589 - $524,448
1,734 New
1,734 $503 Million

Others Institutions Holding VTI

# of Institutions
3,560
Shares Held
681M
Call Options Held
1.46M
Put Options Held
2.24M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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