Silver Oak Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $599K | Sell |
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|
2025
Q2 | $569K | Sell |
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|
2025
Q1 | $623K | Buy |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $587K | Sell |
|
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $556K | Buy |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $530K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $638K | Buy |
|