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 9,870 shares of ESGV stock, worth $1.05 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
9,870
Previous 9,919 0.49%
Holding current value
$1.05 Million
Previous $958,000 4.7%
% of portfolio
0.51%
Previous 0.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Silver Oak Advisory Group, Inc. Portfolio

Follow Silver Oak Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Advisory Group, Inc. with notifications on news.