SWM
SilverOak Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Hold |
11,645
| – | – | 0.61% | 22 |
|
|
2025
Q1 | $2.93M | Hold |
11,645
| – | – | 0.63% | 23 |
|
|
2024
Q4 | $3.26M | Hold |
11,645
| – | – | 0.7% | 20 |
|
|
2024
Q3 | $3.11M | Hold |
11,645
| – | – | 0.7% | 21 |
|
|
2024
Q2 | $2.91M | Hold |
11,645
| – | – | 0.7% | 20 |
|
|
2024
Q1 | $3.04M | Buy |
11,645
+85
| +0.7% | +$22.2K | 0.75% | 19 |
|
|
2023
Q4 | $2.79M | Buy |
+11,560
| New | +$2.79M | 0.76% | 18 |
|