Oak Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025
Number of Shares
7,478
Previous 2,935 154.79%
Holding current value
$737 Million
Previous $290 Million 154.12%
% of portfolio
0.47%
Previous 0.21%

Shares

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

Jul 15, 2025
BUY
N/A
4,543 Added 154.79%
7,478 $737 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-30 Reduced 1.01%
2,935 $290 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,965 New
2,965 $295 Million
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