SWM
SilverOak Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
25,287
-213
| -0.8% | -$27.4K | 0.61% | 21 |
|
|
2025
Q1 | $2.96M | Sell |
25,500
-3,963
| -13% | -$460K | 0.64% | 22 |
|
|
2024
Q4 | $3.46M | Sell |
29,463
-8,872
| -23% | -$1.04M | 0.74% | 18 |
|
|
2024
Q3 | $4.59M | Buy |
38,335
+179
| +0.5% | +$21.4K | 1.03% | 14 |
|
|
2024
Q2 | $4.3M | Buy |
38,156
+561
| +1% | +$63.2K | 1.03% | 13 |
|
|
2024
Q1 | $4.15M | Sell |
37,595
-336
| -0.9% | -$37.1K | 1.03% | 13 |
|
|
2023
Q4 | $3.9M | Buy |
+37,931
| New | +$3.9M | 1.05% | 14 |
|