Silver Oak Wealth Management LLC Vanguard Value ETF Transaction History
Silver Oak Wealth Management LLC
- $416 Billion
- Q2 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 2,994 shares of VTV stock, worth $507,752. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,994
Previous 3,265
8.3%
Holding current value
$507,752
Previous $532 Million
9.68%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio