Oakwell Private Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Oakwell Private Wealth Management, LLC

$329 Million
Q1 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 1,583 shares of VOO stock, worth $792,022. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,583

Previous 1,551 2.06%

Holding current value

$792,022

Previous $677,000 12.26%

% of portfolio

0.23%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$429.43 - $481.35 $13,741 - $15,403	32 Added 2.06%	1,583 $760,000
Q4 2023 Feb 05, 2024	SELL	$377.32 - $438.19 $28,676 - $33,302	-76 Reduced 4.67%	1,551 $677,000
Q3 2023 Oct 30, 2023	BUY	$392.7 - $420.68 $29,845 - $31,971	76 Added 4.9%	1,627 $638,000
Q3 2022 Oct 27, 2022	SELL	$339.63 - $395.04 $8,490 - $9,876	-25 Reduced 1.59%	1,551 $509,000
Q2 2022 Aug 03, 2022	BUY	$337.07 - $419.85 $3,707 - $4,618	11 Added 0.7%	1,576 $547,000

Q1 2022 May 03, 2022	SELL	$382.7 - $439.25 $5,740 - $6,588	-15 Reduced 0.95%	1,565 $650,000
Q4 2021 Jan 21, 2022	BUY	$394.21 - $439.01 $102,494 - $114,142	260 Added 19.7%	1,580 $690,000
Q3 2021 Oct 14, 2021	BUY	$390.68 - $416.73 $515,697 - $550,083	1,320 New	1,320 $521,000

Others Institutions Holding VOO

# of Institutions

2,915

Shares Held

361M

Call Options Held

2.32M

Put Options Held

2.05M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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 Index Fds S&P 500 ETF Transaction History