Silver Oak Securities’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
$4.59M Buy
8,077
+769
+11% +$437K 0.37% 57
2025
Q1
$3.73M Sell
7,308
-20
-0.3% -$10.2K 0.34% 66
2024
Q4
$3.96M Buy
7,328
+734
+11% +$397K 0.37% 64
2024
Q3
$3.41M Sell
6,594
-870
-12% -$449K 0.36% 65
2024
Q2
$3.73M Buy
7,464
+3,054
+69% +$1.53M 0.56% 46
2024
Q1
$2.12M Buy
4,410
+1,281
+41% +$616K 0.32% 74
2023
Q4
$1.37M Buy
3,129
+297
+10% +$130K 0.18% 128
2023
Q3
$1.11M Sell
2,832
-249
-8% -$97.8K 0.24% 77
2023
Q2
$1.26M Sell
3,081
-134
-4% -$54.6K 0.2% 104
2023
Q1
$1.21M Sell
3,215
-693
-18% -$261K 0.2% 95
2022
Q4
$1.37M Buy
3,908
+1,076
+38% +$378K 0.26% 74
2022
Q3
$1.11M Sell
2,832
-962
-25% -$378K 0.24% 77
2022
Q2
$1.38M Buy
3,794
+1,085
+40% +$394K 0.31% 63
2022
Q1
$1.11M Buy
+2,709
New +$1.11M 0.23% 104