SWM
SilverOak Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5M | Buy |
223,290
+17,697
| +9% | +$4.95M | 11.73% | 3 |
|
|
2025
Q1 | $53.2M | Buy |
205,593
+3,081
| +2% | +$797K | 11.5% | 3 |
|
|
2024
Q4 | $53.5M | Buy |
202,512
+6,055
| +3% | +$1.6M | 11.51% | 3 |
|
|
2024
Q3 | $51.8M | Buy |
196,457
+3,269
| +2% | +$862K | 11.63% | 3 |
|
|
2024
Q2 | $46.8M | Buy |
193,188
+3,115
| +2% | +$754K | 11.23% | 3 |
|
|
2024
Q1 | $47.5M | Buy |
190,073
+2,234
| +1% | +$558K | 11.8% | 3 |
|
|
2023
Q4 | $43.7M | Buy |
+187,839
| New | +$43.7M | 11.81% | 3 |
|