SWM
SilverOak Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
737
| – | – | 0.06% | 85 |
|
|
2025
Q1 | $273K | Hold |
737
| – | – | 0.06% | 78 |
|
|
2024
Q4 | $302K | Hold |
737
| – | – | 0.07% | 76 |
|
|
2024
Q3 | $283K | Hold |
737
| – | – | 0.06% | 78 |
|
|
2024
Q2 | $276K | Sell |
737
-127
| -15% | -$47.5K | 0.07% | 73 |
|
|
2024
Q1 | $297K | Buy |
864
+127
| +17% | +$43.7K | 0.07% | 70 |
|
|
2023
Q4 | $229K | Buy |
+737
| New | +$229K | 0.06% | 77 |
|