Oakwell Private Wealth Management, LLC VTI Holdings History
Oakwell Private Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 441,731.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $121.41 Mil. This investment constitutes 33.52% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Oakwell Private Wealth Management, LLC has made 15 purchases of VTI, at an average price of $222.19, for a total of 478,900.00 shares. In addition, there have been 2 sales at an average price of $261.23 for 37,169.00 shares. Based on historical transaction data and VTI's current price of $309.80, Oakwell Private Wealth Management, LLC's estimated gain on his VTI holdings is $40.15 Mil, reflecting a 37.74% gain to date.
Oakwell Private Wealth Management, LLC VTI ($309.80) Holding Chart
Oakwell Private Wealth Management, LLC VTI ($309.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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