Silver Oak Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 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 $245,340. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,181
Previous 1,181
-0.0%
Holding current value
$245,340
Previous $216 Million
10.0%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.83 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$793 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$780 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$768 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$495 Million0.49% of portfolio