SWM
SilverOak Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
11,300
-117
| -1% | -$33.3K | 0.6% | 23 |
|
|
2025
Q1 | $2.79M | Sell |
11,417
-127
| -1% | -$31.1K | 0.6% | 24 |
|
|
2024
Q4 | $2.93M | Buy |
11,544
+386
| +3% | +$97.9K | 0.63% | 24 |
|
|
2024
Q3 | $2.72M | Buy |
11,158
+10
| +0.1% | +$2.44K | 0.61% | 23 |
|
|
2024
Q2 | $2.56M | Buy |
11,148
+275
| +3% | +$63.1K | 0.61% | 24 |
|
|
2024
Q1 | $2.56M | Sell |
10,873
-71
| -0.6% | -$16.7K | 0.64% | 22 |
|
|
2023
Q4 | $2.4M | Buy |
+10,944
| New | +$2.4M | 0.65% | 22 |
|