Oxford Financial Group LTD Vanguard Intl Eqty Ftse All Wo Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$99.44 - $115.1 $12,927 - $14,963	130 New	130 $14,000
Q2 2023 Aug 10, 2023	BUY	$107.08 - $113.45 $15,419 - $16,336	144 Added 800.0%	162 $17,000
Q4 2022 Feb 14, 2023	SELL	$91.16 - $108.26 $28,350 - $33,668	-311 Reduced 94.53%	18 $1,000
Q2 2022 Aug 11, 2022	BUY	$102.76 - $125.99 $1,849 - $2,267	18 Added 5.79%	329 $34,000
Q3 2021 Nov 12, 2021	BUY	$133.17 - $142.02 $41,415 - $44,168	311 New	311 $42,000
Q3 2020 Nov 12, 2020	SELL	$97.15 - $108.8 $52,946 - $59,296	-545 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$74.55 - $100.43 $4,473 - $6,025	60 Added 12.37%	545 $53,000
Q1 2020 May 12, 2020	BUY	$67.64 - $112.37 $32,805 - $54,499	485 New	485 $38,000

Others Institutions Holding VSS

# of Institutions

659

Shares Held

46.7M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$494 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$419 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$370 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$325 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$285 Million
0.61% of portfolio

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