SWM
SilverOak Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
12,069
-116
| -1% | -$19.1K | 0.37% | 32 |
|
|
2025
Q1 | $1.96M | Buy |
12,185
+29
| +0.2% | +$4.66K | 0.42% | 29 |
|
|
2024
Q4 | $1.97M | Sell |
12,156
-130
| -1% | -$21K | 0.42% | 29 |
|
|
2024
Q3 | $2.06M | Buy |
12,286
+6
| +0% | +$1.01K | 0.46% | 28 |
|
|
2024
Q2 | $1.85M | Sell |
12,280
-13
| -0.1% | -$1.96K | 0.44% | 29 |
|
|
2024
Q1 | $1.92M | Buy |
12,293
+409
| +3% | +$63.8K | 0.48% | 28 |
|
|
2023
Q4 | $1.72M | Buy |
+11,884
| New | +$1.72M | 0.47% | 28 |
|