SWM
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SilverOak Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

SilverOak Wealth Management’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Sell
7,340
-118
-2% -$17.8K 0.17% 50
2025
Q4 		$1.07M Buy
7,458
+2,134
+40% +$304K 0.17% 50
2025
Q3 		$759K Buy
5,324
+1
+0% +$138 0.13% 51
2025
Q2 		$715K Sell
5,323
-88
-2% -$10.9K 0.13% 51
2025
Q1 		$625K Sell
5,411
-4,021
-43% -$467K 0.14% 49
2024
Q4 		$1.08M Buy
9,432
+654
+7% +$78.6K 0.23% 41
2024
Q3 		$1.11M Sell
8,778
-207
-2% -$25K 0.25% 39
2024
Q2 		$1.06M Buy
8,985
+711
+9% +$83.4K 0.25% 40
2024
Q1 		$967K Buy
8,274
+295
+4% +$33.4K 0.24% 39
2023
Q4 		$918K Buy
+7,979
New +$857K 0.25% 37

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