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 $875,114. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,583
Previous 1,583 -0.0%
Holding current value
$875,114
Previous $791,000 5.56%
% of portfolio
0.24%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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