SWM
SilverOak Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
2,994
-1
| -0% | -$177 | 0.1% | 65 |
|
|
2025
Q1 | $517K | Hold |
2,995
| – | – | 0.11% | 59 |
|
|
2024
Q4 | $507K | Buy |
2,995
+1
| +0% | +$169 | 0.11% | 58 |
|
|
2024
Q3 | $523K | Hold |
2,994
| – | – | 0.12% | 58 |
|
|
2024
Q2 | $480K | Sell |
2,994
-271
| -8% | -$43.5K | 0.12% | 60 |
|
|
2024
Q1 | $532K | Buy |
3,265
+365
| +13% | +$59.4K | 0.13% | 55 |
|
|
2023
Q4 | $434K | Buy |
+2,900
| New | +$434K | 0.12% | 56 |
|