Silver Oak Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
413
-18
| -4% | -$10.2K | 0.11% | 66 |
|
|
2025
Q1 | $221K | Buy |
431
+1
| +0.2% | +$513 | 0.12% | 60 |
|
|
2024
Q4 | $231K | Buy |
430
+2
| +0.5% | +$1.07K | 0.12% | 56 |
|
|
2024
Q3 | $226K | Buy |
+428
| New | +$226K | 0.12% | 62 |
|
|
2024
Q1 | – | Sell |
-660
| Closed | -$288K | – | 65 |
|
|
2023
Q4 | $288K | Sell |
660
-23
| -3% | -$10K | 0.17% | 49 |
|
|
2023
Q3 | $268K | Sell |
683
-37
| -5% | -$14.5K | 0.17% | 52 |
|
|
2023
Q2 | $293K | Hold |
720
| – | – | 0.19% | 46 |
|
|
2023
Q1 | $270K | Sell |
720
-21
| -3% | -$7.88K | 0.18% | 43 |
|
|
2022
Q4 | $260K | Buy |
+741
| New | +$260K | 0.18% | 43 |
|
|
2022
Q3 | – | Sell |
-603
| Closed | -$209K | – | 55 |
|
|
2022
Q2 | $209K | Hold |
603
| – | – | 0.15% | 54 |
|
|
2022
Q1 | $250K | Buy |
603
+1
| +0.2% | +$415 | 0.16% | 51 |
|
|
2021
Q4 | $263K | Buy |
+602
| New | +$263K | 0.17% | 49 |
|