Oakwell Private Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Oakwell Private Wealth Management, LLC
- $434 Million
- Q2 2025
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 166,505 shares of VCIT stock, worth $13.8 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
166,505
Previous 152,505
9.18%
Holding current value
$13.8 Million
Previous $12.5 Million
10.73%
% of portfolio
3.18%
Previous 3.44%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,324Shares Held
503MCall Options Held
25.2KPut Options Held
3.1K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa97.4MShares$8.07 Billion3.51% of portfolio
-
Bank Of America Corp Charlotte, NC75.7MShares$6.27 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.3 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.11 Billion1.82% of portfolio
-
Prudential PLC London, England, X015.9MShares$1.32 Billion6.61% of portfolio