Silver Oak Wealth Advisors Services’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
$211K Buy
+1,079
New +$211K 0.15% 36
2025
Q1
Sell
-1,815
Closed -$360K 40
2024
Q4
$360K Buy
+1,815
New +$360K 0.31% 26