Silver Oak Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
2,922
-422
| -13% | -$82.2K | 0.28% | 40 |
|
|
2025
Q1 | $623K | Buy |
3,344
+422
| +14% | +$78.6K | 0.33% | 35 |
|
|
2024
Q4 | $579K | Sell |
2,922
-3
| -0.1% | -$594 | 0.31% | 35 |
|
|
2024
Q3 | $587K | Sell |
2,925
-26
| -0.9% | -$5.22K | 0.3% | 36 |
|
|
2024
Q2 | $538K | Buy |
2,951
+55
| +2% | +$10K | 0.3% | 36 |
|
|
2024
Q1 | $556K | Buy |
2,896
+1
| +0% | +$192 | 0.31% | 33 |
|
|
2023
Q4 | $521K | Sell |
2,895
-86
| -3% | -$15.5K | 0.31% | 32 |
|
|
2023
Q3 | $475K | Hold |
2,981
| – | – | 0.31% | 32 |
|
|
2023
Q2 | $493K | Sell |
2,981
-62
| -2% | -$10.3K | 0.32% | 31 |
|
|
2023
Q1 | $483K | Sell |
3,043
-63
| -2% | -$10K | 0.32% | 31 |
|
|
2022
Q4 | $493K | Sell |
3,106
-923
| -23% | -$147K | 0.35% | 28 |
|
|
2022
Q3 | $578K | Buy |
4,029
+494
| +14% | +$70.9K | 0.43% | 26 |
|
|
2022
Q2 | $530K | Sell |
3,535
-77
| -2% | -$11.5K | 0.38% | 29 |
|
|
2022
Q1 | $635K | Buy |
3,612
+45
| +1% | +$7.91K | 0.41% | 26 |
|
|
2021
Q4 | $638K | Buy |
+3,567
| New | +$638K | 0.4% | 27 |
|