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

Oakwell Private Wealth Management, LLC

$348 Million
Q3 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 $863,748. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,583

Previous 1,583 -0.0%

Holding current value

$863,748

Previous $791,000 5.56%

% of portfolio

0.24%

Previous 0.22%

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	$328.3 - $395.04 $8,207 - $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

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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