Silver Oak Advisory Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Silver Oak Advisory Group, Inc.

$189 Million
Q4 2024

A detailed history of Silver Oak Advisory Group, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 9,594 shares of ESGV stock, worth $977,244. This represents 0.53% of its overall portfolio holdings.

Number of Shares

9,594

Previous 9,870 2.8%

Holding current value

$977,244

Previous $1 Million 0.3%

% of portfolio

0.53%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$100.18 - $109.1 $27,649 - $30,111	-276 Reduced 2.8%	9,594 $1.01 Million
Q3 2024 Nov 08, 2024	SELL	$91.37 - $101.65 $4,477 - $4,980	-49 Reduced 0.49%	9,870 $1 Million
Q2 2024 Aug 01, 2024	SELL	$87.24 - $97.37 $10,905 - $12,171	-125 Reduced 1.24%	9,919 $958,000
Q1 2024 May 03, 2024	SELL	$83.14 - $93.19 $4,655 - $5,218	-56 Reduced 0.55%	10,044 $937,000
Q4 2023 Feb 02, 2024	BUY	$71.95 - $85.41 $180,882 - $214,720	2,514 Added 33.14%	10,100 $859,000
Q3 2023 Nov 03, 2023	BUY	$74.65 - $81.1 $14,706 - $15,976	197 Added 2.67%	7,586 $570,000
Q2 2023 Aug 04, 2023	BUY	$70.39 - $78.35 $211 - $235	3 Added 0.04%	7,389 $578,000
Q1 2023 May 05, 2023	BUY	$65.27 - $73.55 $195 - $220	3 Added 0.04%	7,386 $529,000
Q4 2022 Feb 13, 2023	SELL	$62.41 - $70.74 $35,386 - $40,109	-567 Reduced 7.13%	7,383 $486,000
Q3 2022 Oct 31, 2022	BUY	$62.91 - $76.54 $273,532 - $332,795	4,348 Added 120.71%	7,950 $500,000
Q4 2021 Feb 14, 2022	BUY	$79.7 - $88.45 $287,079 - $318,596	3,602 New	3,602 $317,000

Others Institutions Holding ESGV

# of Institutions

618

Shares Held

28.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Silver Oak Advisory Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History