Oakwell Private Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Oakwell Private Wealth Management, LLC

$362 Million
Q1 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 152,505 shares of VCIT stock, worth $12.5 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

152,505

Previous 142,064 7.35%

Holding current value

$12.5 Million

Previous $11.4 Million 9.34%

% of portfolio

3.44%

Previous 3.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$79.17 - $82.04 $826,613 - $856,579	10,441 Added 7.35%	152,505 $12.5 Million
Q4 2024 Feb 04, 2025	BUY	$80.13 - $83.77 $1.44 Million - $1.51 Million	17,976 Added 14.49%	142,064 $11.4 Million
Q3 2024 Nov 04, 2024	SELL	$79.29 - $84.02 $2.39 Million - $2.53 Million	-30,126 Reduced 19.54%	124,088 $10.4 Million
Q2 2024 Aug 08, 2024	BUY	$77.99 - $80.49 $992,890 - $1.02 Million	12,731 Added 9.0%	154,214 $12.3 Million
Q1 2024 Apr 25, 2024	BUY	$79.39 - $81.28 $1.21 Million - $1.24 Million	15,232 Added 12.06%	141,483 $11.4 Million
Q4 2023 Feb 05, 2024	BUY	$73.81 - $81.64 $9.32 Million - $10.3 Million	126,251 New	126,251 $10.3 Million

Others Institutions Holding VCIT

# of Institutions

1,312

Shares Held

500M

Call Options Held

25.2K

Put Options Held

173K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Account

Oakwell Private Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History