Oakwell Private Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Oakwell Private Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$74.97 - $75.93 $279,338 - $282,915	-3,726 Reduced 6.12%	57,184 $4.3 Million
Q2 2023 Jul 26, 2023	BUY	$75.52 - $76.97 $90,246 - $91,979	1,195 Added 2.0%	60,910 $4.6 Million
Q1 2023 May 04, 2023	SELL	$74.67 - $76.76 $1.02 Million - $1.04 Million	-13,613 Reduced 18.56%	59,715 $4.57 Million
Q4 2022 Feb 01, 2023	SELL	$74.07 - $75.87 $168,287 - $172,376	-2,272 Reduced 3.01%	73,328 $5.52 Million
Q3 2022 Oct 27, 2022	SELL	$74.52 - $77.47 $214,245 - $222,726	-2,875 Reduced 3.66%	75,600 $5.66 Million
Q2 2022 Aug 03, 2022	SELL	$75.68 - $77.74 $415,710 - $427,025	-5,493 Reduced 6.54%	78,475 $6.03 Million
Q1 2022 May 03, 2022	SELL	$77.66 - $80.73 $345,897 - $359,571	-4,454 Reduced 5.04%	83,968 $6.54 Million
Q4 2021 Jan 21, 2022	SELL	$80.78 - $81.98 $377,000 - $382,600	-4,667 Reduced 5.01%	88,422 $7.15 Million
Q3 2021 Oct 14, 2021	BUY	$81.9 - $82.4 $689,598 - $693,808	8,420 Added 9.94%	93,089 $7.63 Million
Q2 2021 Jul 29, 2021	BUY	$82.08 - $82.43 $1.18 Million - $1.18 Million	14,328 Added 20.37%	84,669 $6.96 Million
Q1 2021 Apr 21, 2021	BUY	$82.08 - $82.89 $746,928 - $754,299	9,100 Added 14.86%	70,341 $5.78 Million
Q4 2020 Feb 10, 2021	BUY	$82.67 - $82.96 $5.06 Million - $5.08 Million	61,241 New	61,241 $5.08 Million

1,243

376M

96.7K

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