Silver Oak Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $263K | Buy |
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