Silver Oak Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 196,457 shares of VO stock, worth $55.4 Million. This represents 11.63% of its overall portfolio holdings.
Number of Shares
196,457
Previous 193,188
1.69%
Holding current value
$55.4 Million
Previous $46.8 Billion
10.82%
% of portfolio
11.63%
Previous 11.23%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.28 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.53 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.08 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.31 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.08 Billion0.14% of portfolio