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 1,227 shares of VB stock, worth $283,081. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,227
Previous 1,219 0.66%
Holding current value
$283,081
Previous $279 Million 3.99%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$210.76 - $226.94 $1,686 - $1,815
8 Added 0.66%
1,227 $268 Million
Q1 2024

May 07, 2024

SELL
$204.0 - $228.59 $13,872 - $15,544
-68 Reduced 5.28%
1,219 $279 Million
Q4 2023

Feb 14, 2024

BUY
$175.26 - $215.9 $225,559 - $277,863
1,287 New
1,287 $275 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management LLC 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 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.