Oakwell Private Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Oakwell Private Wealth Management, LLC

$348 Million
Q3 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 79,534 shares of VCSH stock, worth $6.24 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

79,534

Previous 95,678 16.87%

Holding current value

$6.24 Million

Previous $7.39 Million 14.57%

% of portfolio

1.82%

Previous 2.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$76.94 - $79.54 $1.24 Million - $1.28 Million	-16,144 Reduced 16.87%	79,534 $6.32 Million
Q2 2024 Aug 08, 2024	BUY	$76.35 - $77.35 $1.14 Million - $1.15 Million	14,910 Added 18.46%	95,678 $7.39 Million
Q1 2024 Apr 25, 2024	BUY	$76.87 - $77.64 $1.1 Million - $1.11 Million	14,274 Added 21.47%	80,768 $6.24 Million
Q4 2023 Feb 05, 2024	BUY	$74.49 - $77.37 $4.95 Million - $5.14 Million	66,494 New	66,494 $5.14 Million

Others Institutions Holding VCSH

# of Institutions

1,383

Shares Held

310M

Call Options Held

7.7K

Put Options Held

5.1K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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 Sht Term Corp Bd ETF Transaction History