Silver Oak Advisory Group, Inc. Vanguard Transaction History
Silver Oak Advisory Group, Inc.
- $221 Million
- Q3 2025
A detailed history of Silver Oak Advisory Group, Inc. transactions in Vanguard stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 13,221 shares of VGSH stock, worth $776,337. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,221
Previous 13,175
0.35%
Holding current value
$776,337
Previous $774,000
0.52%
% of portfolio
0.35%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio