Silver Oak Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Silver Oak Wealth Management LLC

$465 Billion
Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 154,495 shares of VOO stock, worth $85.2 Million. This represents 17.91% of its overall portfolio holdings.

Number of Shares

154,495

Previous 153,029 0.96%

Holding current value

$85.2 Million

Previous $80.7 Billion 3.09%

% of portfolio

17.91%

Previous 18.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$521.84 - $558.82 $765,017 - $819,230	1,466 Added 0.96%	154,495 $83.2 Billion
Q3 2024 Nov 01, 2024	SELL	$475.2 - $527.7 $1.42 Million - $1.58 Million	-2,994 Reduced 1.92%	153,029 $80.7 Billion
Q2 2024 Aug 08, 2024	BUY	$455.1 - $504.28 $535,197 - $593,033	1,176 Added 0.76%	156,023 $78 Billion
Q1 2024 May 07, 2024	SELL	$429.43 - $481.35 $544,517 - $610,351	-1,268 Reduced 0.81%	154,847 $74.4 Billion
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $58.9 Million - $68.4 Million	156,115 New	156,115 $68.2 Billion

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Silver Oak Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History