Oakwell Private Wealth Management, LLC VCIT Holdings History
Oakwell Private Wealth Management, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 152,505.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $12.47 Mil. This investment constitutes 3.44% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2023Q4. And since then Oakwell Private Wealth Management, LLC has made 5 purchases of VCIT, at an average price of $78.29, for a total of 182,631.00 shares. In addition, there have been 1 sales at an average price of $82.23 for 30,126.00 shares. Based on historical transaction data and VCIT's current price of $82.53, Oakwell Private Wealth Management, LLC's estimated gain on his VCIT holdings is $764,466.15, reflecting a 5.35% gain to date.
Oakwell Private Wealth Management, LLC VCIT ($82.53) Holding Chart
Oakwell Private Wealth Management, LLC VCIT ($82.53) 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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