Oakwell Private Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Oakwell Private Wealth Management, LLC
- $348 Million
- Q3 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 124,088 shares of VCIT stock, worth $10 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
124,088
Previous 154,214
19.54%
Holding current value
$10 Million
Previous $12.3 Million
15.69%
% of portfolio
2.99%
Previous 3.48%
Shares
4 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.13 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.91 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.8 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio