Silver Oak Wealth Management LLC Vanguard Total World Stk Index Transaction History

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 29,463 shares of VT stock, worth $3.57 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
29,463
Previous 38,335 23.14%
Holding current value
$3.57 Million
Previous $4.59 Billion 24.57%
% of portfolio
0.74%
Previous 1.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$117.09 - $123.07 $1.04 Million - $1.09 Million
-8,872 Reduced 23.14%
29,463 $3.46 Billion
Q3 2024

Nov 01, 2024
BUY
$107.72 - $119.96 $19,281 - $21,472
179 Added 0.47%
38,335 $4.59 Billion
Q2 2024

Aug 08, 2024
BUY
$104.94 - $113.51 $58,871 - $63,679
561 Added 1.49%
38,156 $4.3 Billion
Q1 2024

May 07, 2024
SELL
$100.68 - $110.5 $33,828 - $37,128
-336 Reduced 0.89%
37,595 $4.15 Billion
Q4 2023

Feb 14, 2024
BUY
$88.97 - $103.1 $3.37 Million - $3.91 Million
37,931 New
37,931 $3.9 Billion

Others Institutions Holding VT

# of Institutions
1,029
Shares Held
87.7M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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