Oakwell Private Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Oakwell Private Wealth Management, LLC
- $354 Million
- Q2 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 154,214 shares of VCIT stock, worth $12.8 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
154,214
Previous 141,483
9.0%
Holding current value
$12.8 Million
Previous $11.4 Million
8.22%
% of portfolio
3.48%
Previous 3.46%
Shares
3 transactions
Others Institutions Holding VCIT
# of Institutions
1,129Shares Held
468MCall Options Held
42.6KPut Options Held
700-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa89.8MShares$7.44 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC60MShares$4.97 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY46MShares$3.81 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS23.7MShares$1.96 Billion2.02% of portfolio
-
Prudential PLC London, England, X022.7MShares$1.88 Billion12.71% of portfolio