Oakwell Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Oakwell Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	SELL	$76.14 - $88.09 $24,897 - $28,805	-327 Reduced 4.38%	7,136 $588,000
Q3 2022 Oct 27, 2022	BUY	$79.28 - $102.13 $20,454 - $26,349	258 Added 3.58%	7,463 $598,000
Q2 2022 Aug 03, 2022	BUY	$87.04 - $112.5 $143,267 - $185,175	1,646 Added 29.61%	7,205 $656,000
Q4 2021 Jan 21, 2022	BUY	$102.53 - $116.01 $36,398 - $41,183	355 Added 6.82%	5,559 $645,000
Q3 2021 Oct 14, 2021	SELL	$101.78 - $110.92 $12,926 - $14,086	-127 Reduced 2.38%	5,204 $530,000
Q2 2021 Jul 29, 2021	SELL	$93.53 - $105.5 $21,511 - $24,265	-230 Reduced 4.14%	5,331 $543,000
Q1 2021 Apr 21, 2021	SELL	$81.97 - $92.98 $2,786 - $3,161	-34 Reduced 0.61%	5,561 $511,000
Q4 2020 Feb 10, 2021	BUY	$76.08 - $86.67 $425,667 - $484,918	5,595 New	5,595 $475,000

1,825

241M

1.22M

1.53M

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