SWM
SilverOak Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
1,181
| – | – | 0.04% | 104 |
|
|
2025
Q1 | $220K | Hold |
1,181
| – | – | 0.05% | 90 |
|
|
2024
Q4 | $234K | Hold |
1,181
| – | – | 0.05% | 88 |
|
|
2024
Q3 | $237K | Hold |
1,181
| – | – | 0.05% | 88 |
|
|
2024
Q2 | $216K | Sell |
1,181
-22
| -2% | -$4.02K | 0.05% | 87 |
|
|
2024
Q1 | $231K | Buy |
+1,203
| New | +$231K | 0.06% | 89 |
|