SWM
SilverOak Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
5,323
-88
| -2% | -$11.8K | 0.13% | 51 |
|
|
2025
Q1 | $625K | Sell |
5,411
-4,021
| -43% | -$465K | 0.14% | 49 |
|
|
2024
Q4 | $1.08M | Buy |
9,432
+654
| +7% | +$74.9K | 0.23% | 41 |
|
|
2024
Q3 | $1.11M | Sell |
8,778
-207
| -2% | -$26.1K | 0.25% | 39 |
|
|
2024
Q2 | $1.06M | Buy |
8,985
+711
| +9% | +$83.5K | 0.25% | 40 |
|
|
2024
Q1 | $967K | Buy |
8,274
+295
| +4% | +$34.5K | 0.24% | 39 |
|
|
2023
Q4 | $918K | Buy |
+7,979
| New | +$918K | 0.25% | 37 |
|