Silver Oak Advisory Group, Inc. VANGUARD WELLINGTON FD Transaction History

Silver Oak Advisory Group, Inc.

  • $206 Million
  • Q2 2025
Number of Shares
19,920
Previous 20,448 2.58%
Holding current value
$2.01 Million
Previous $2.06 Million 2.19%
% of portfolio
0.97%
Previous 1.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
N/A
-528 Reduced 2.58%
19,920 $2.01 Million
Q1 2025

May 09, 2025
BUY
N/A
670 Added 3.39%
20,448 $2.06 Million
Q4 2024

Feb 07, 2025
BUY
N/A
267 Added 1.37%
19,778 $1.98 Million
Q3 2024

Nov 08, 2024
BUY
N/A
1,154 Added 6.29%
19,511 $1.98 Million
Q2 2024

Aug 01, 2024
BUY
N/A
1,238 Added 7.23%
18,357 $1.84 Million
Q1 2024

May 03, 2024
BUY
N/A
1,201 Added 7.54%
17,119 $1.72 Million
Q4 2023

Feb 02, 2024
BUY
N/A
8,890 Added 126.49%
15,918 $1.61 Million
Q3 2023

Nov 03, 2023
BUY
N/A
7,028 New
7,028 $693,000
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