SWM
SilverOak Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
1,156
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $286K | Hold |
1,156
| – | – | 0.06% | 74 |
|
|
2024
Q4 | $294K | Hold |
1,156
| – | – | 0.06% | 77 |
|
|
2024
Q3 | $301K | Hold |
1,156
| – | – | 0.07% | 74 |
|
|
2024
Q2 | $272K | Hold |
1,156
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $282K | Hold |
1,156
| – | – | 0.07% | 73 |
|
|
2023
Q4 | $255K | Buy |
+1,156
| New | +$255K | 0.07% | 72 |
|