Silver Oak Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
3,211
| – | – | 0.37% | 37 |
|
|
2025
Q1 | $712K | Sell |
3,211
-393
| -11% | -$87.1K | 0.38% | 30 |
|
|
2024
Q4 | $865K | Buy |
3,604
+3
| +0.1% | +$720 | 0.46% | 29 |
|
|
2024
Q3 | $854K | Buy |
3,601
+1
| +0% | +$237 | 0.44% | 30 |
|
|
2024
Q2 | $784K | Hold |
3,600
| – | – | 0.44% | 30 |
|
|
2024
Q1 | $823K | Buy |
3,600
+1
| +0% | +$229 | 0.46% | 28 |
|
|
2023
Q4 | $768K | Buy |
3,599
+1
| +0% | +$213 | 0.45% | 28 |
|
|
2023
Q3 | $680K | Buy |
3,598
+1
| +0% | +$189 | 0.44% | 27 |
|
|
2023
Q2 | $715K | Hold |
3,597
| – | – | 0.47% | 25 |
|
|
2023
Q1 | $681K | Sell |
3,597
-126
| -3% | -$23.9K | 0.46% | 26 |
|
|
2022
Q4 | $683K | Hold |
3,723
| – | – | 0.48% | 26 |
|
|
2022
Q3 | $636K | Sell |
3,723
-25
| -0.7% | -$4.27K | 0.48% | 24 |
|
|
2022
Q2 | $660K | Sell |
3,748
-53
| -1% | -$9.33K | 0.47% | 26 |
|
|
2022
Q1 | $808K | Sell |
3,801
-189
| -5% | -$40.2K | 0.53% | 23 |
|
|
2021
Q4 | $902K | Buy |
+3,990
| New | +$902K | 0.57% | 23 |
|