Silver Oak Wealth Management LLC Vanguard Small Cap ETF Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 1,318 shares of VB stock, worth $329,025. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,318
Previous 1,227
7.42%
Holding current value
$329,025
Previous $291 Million
8.81%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,170Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio