Silver Oak Advisory Group, Inc. Purchases in Q4 2024

Silver Oak Advisory Group, Inc.

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.13K
New
$161.86 - $196.66 $183K - $223K
1.13K $214K
CSCO
Cisco Systems, Inc.

Technology
3.45K
New
$52.45 - $60.02 $181K - $207K
3.45K $204K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.07K
+ 13.0%
$57.78 - $60.4 $120K - $125K
18K $1.05M
VGSH
Vanguard

ETFs
618
+ 5.71%
$58.02 - $58.88 $35.9K - $36.4K
11.4K $665K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.08%
$233.76 - $261.58 $701 - $785
3.6K $865K
DFSU
Dimensional ETF Tr Dimen Us Su
24
+ 0.37%
N/A
6.55K $248K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.47%
$521.84 - $558.82 $1.04K - $1.12K
430 $231K
Vanguard Wellington Fd
267
+ 1.37%
N/A
19.8K $1.98M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.2%
$77.86 - $79.27 $467 - $476
2.96K $230K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
24
+ 0.21%
$24.61 - $25.12 $591 - $603
11.2K $276K
NUSC
Nuveen Esg Small Cap ETF

ETFs
29
+ 0.18%
$41.74 - $46.2 $1.21K - $1.34K
16.4K $687K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
124K
+ 191.98%
$22.01 - $66.82 $2.73M - $8.28M
188K $4.28M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
50
+ 1.35%
$75.65 - $83.47 $3.78K - $4.17K
3.75K $285K
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.09%
$117.09 - $123.07 $1.41K - $1.48K
12.7K $1.5M
Manager Directed Portfolios
3.15K
+ 5.14%
N/A
64.5K $652K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
123
+ 1.18%
$44.04 - $49.49 $5.42K - $6.09K
10.6K $465K
VCIT
Vanguard Intermediate Term Cor

ETFs
39
+ 0.34%
$80.13 - $83.77 $3.13K - $3.27K
11.5K $925K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10K
+ 97.47%
$18.41 - $40.87 $185K - $410K
20.3K $376K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.46K
+ 1.31%
$77.02 - $78.58 $190K - $193K
191K $14.7M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
27
+ 0.02%
$21.66 - $22.69 $585 - $613
126K $2.75M
BNDX
Vanguard Total International B

ETFs
8.83K
+ 1.96%
$48.91 - $50.61 $432K - $447K
460K $22.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
522
+ 1.16%
$56.61 - $61.63 $29.6K - $32.2K
45.3K $2.57M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
164
+ 0.07%
$49.79 - $51.14 $8.17K - $8.39K
239K $12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.14K
+ 1.32%
$58.88 - $64.8 $67.2K - $73.9K
87.3K $5.14M
VNQ
Vanguard Specialized Funds Van

ETFs
219
+ 0.31%
$87.85 - $98.6 $19.2K - $21.6K
70.6K $6.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.9K
+ 2.82%
$71.75 - $75.11 $1.07M - $1.12M
543K $39M
DFAX
Dimensional ETF Tr
1.41K
+ 0.36%
$24.76 - $27.04 $34.9K - $38.1K
397K $9.86M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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