SWM
SilverOak Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
1,323
| – | – | 0.06% | 87 |
|
|
2025
Q1 | $293K | Buy |
1,323
+5
| +0.4% | +$1.11K | 0.06% | 73 |
|
|
2024
Q4 | $317K | Buy |
1,318
+91
| +7% | +$21.9K | 0.07% | 72 |
|
|
2024
Q3 | $291K | Hold |
1,227
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $268K | Buy |
1,227
+8
| +0.7% | +$1.74K | 0.06% | 77 |
|
|
2024
Q1 | $279K | Sell |
1,219
-68
| -5% | -$15.5K | 0.07% | 75 |
|
|
2023
Q4 | $275K | Buy |
+1,287
| New | +$275K | 0.07% | 69 |
|