Silver Oak Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 1,181 shares of VBR stock, worth $242,459. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,181
Previous 1,181
-0.0%
Holding current value
$242,459
Previous $237 Million
1.29%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,590Shares Held
93.7MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.79 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$784 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$759 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio