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 $14 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
166,505
Previous 152,505
9.18%
Holding current value
$14 Million
Previous $12.5 Million
10.73%
% of portfolio
3.18%
Previous 3.44%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,346Shares Held
515MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.59 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.42 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.36 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.14 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio