SWM
SilverOak Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.6M | Buy |
157,770
+610
| +0.4% | +$346K | 16.82% | 1 |
|
|
2025
Q1 | $80.8M | Buy |
157,160
+2,665
| +2% | +$1.37M | 17.46% | 1 |
|
|
2024
Q4 | $83.2M | Buy |
154,495
+1,466
| +1% | +$790K | 17.91% | 1 |
|
|
2024
Q3 | $80.7M | Sell |
153,029
-2,994
| -2% | -$1.58M | 18.11% | 1 |
|
|
2024
Q2 | $78M | Buy |
156,023
+1,176
| +0.8% | +$588K | 18.74% | 1 |
|
|
2024
Q1 | $74.4M | Sell |
154,847
-1,268
| -0.8% | -$610K | 18.49% | 1 |
|
|
2023
Q4 | $68.2M | Buy |
+156,115
| New | +$68.2M | 18.43% | 1 |
|