Silver Oak Wealth Management LLC Vanguard Growth ETF Transaction History
Silver Oak Wealth Management LLC
- $593 Billion
- Q3 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 1,156 shares of VUG stock, worth $558,949. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,156
Previous 737
56.85%
Holding current value
$558,949
Previous $323 Million
71.6%
% of portfolio
0.09%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio