SWM
SilverOak Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
842
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $216K | Hold |
842
| – | – | 0.05% | 91 |
|
|
2024
Q4 | $227K | Sell |
842
-9
| -1% | -$2.43K | 0.05% | 89 |
|
|
2024
Q3 | $224K | Hold |
851
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $212K | Sell |
851
-130
| -13% | -$32.5K | 0.05% | 91 |
|
|
2024
Q1 | $235K | Hold |
981
| – | – | 0.06% | 87 |
|
|
2023
Q4 | $214K | Buy |
+981
| New | +$214K | 0.06% | 81 |
|