Silver Oak Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 202,512 shares of VO stock, worth $55.7 Million. This represents 11.51% of its overall portfolio holdings.
Number of Shares
202,512
Previous 196,457
3.08%
Holding current value
$55.7 Million
Previous $51.8 Billion
3.2%
% of portfolio
11.51%
Previous 11.63%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,238Shares Held
186MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.13 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.8 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.42 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio