Silver Oak Advisory Group, Inc. Purchases in Q3 2024

Silver Oak Advisory Group, Inc.

  • $195 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.4K
+ 2.2%
$71.45 - $75.64 $812K - $859K
528K $39.6M
BNDX
Vanguard Total International B

ETFs
9.45K
+ 2.14%
$48.42 - $50.35 $457K - $476K
451K $22.7M
AAPL
Apple Inc.

Technology
4.21K
+ 72.93%
$207.23 - $234.82 $871K - $987K
9.97K $2.32M
VNQ
Vanguard Specialized Funds Van

ETFs
248
+ 0.35%
$82.97 - $98.97 $20.6K - $24.5K
70.4K $6.86M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.15K
+ 1.18%
$82.38 - $93.84 $94.4K - $108K
98.2K $9.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.37K
+ 0.99%
$31.05 - $34.29 $105K - $116K
342K $11.7M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
26.4K
+ 26.51%
$21.61 - $22.87 $571K - $605K
126K $2.86M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.88K
+ 2.1%
$76.38 - $78.87 $297K - $306K
188K $14.8M
DFAX
Dimensional ETF Tr
645
+ 0.16%
$24.29 - $27.25 $15.7K - $17.6K
395K $10.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.98K
+ 3.59%
$58.03 - $65.37 $173K - $195K
86.1K $5.58M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.75K
+ 9.14%
$55.06 - $62.25 $207K - $234K
44.8K $2.76M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.13K
+ 1.33%
$49.93 - $51.15 $156K - $160K
239K $12.2M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
11.2K
New
$24.38 - $25.2 $273K - $282K
11.2K $281K
VGSH
Vanguard

ETFs
3.75K
+ 53.07%
$57.74 - $59.13 $217K - $222K
10.8K $638K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
428
New
$475.2 - $527.7 $203K - $226K
428 $226K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
726
+ 5.36%
$97.19 - $109.09 $70.6K - $79.2K
14.3K $1.54M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
New
$160.76 - $177.82 $192K - $213K
1.2K $207K
RTX
Raytheon Technologies Corp

Industrials
1.71K
New
$99.55 - $123.34 $170K - $211K
1.71K $207K
UNP
Union Pacific Corp

Industrials
832
New
$221.78 - $256.09 $185K - $213K
832 $205K
IVE
Ishares S&P 500 Value ETF

ETFs
1.03K
New
$181.06 - $197.17 $186K - $202K
1.03K $202K
Vanguard Wellington Fd
1.15K
+ 6.29%
N/A
19.5K $1.98M
VT
Vanguard Total World Stk Index

ETFs
25
+ 0.2%
$107.72 - $119.96 $2.69K - $3K
12.7K $1.52M
Manager Directed Portfolios
106
+ 0.17%
N/A
61.4K $681K
VTV
Vanguard Value ETF

ETFs
5
+ 0.1%
$159.75 - $174.57 $799 - $873
5.21K $909K
NUSC
Nuveen Esg Small Cap ETF

ETFs
337
+ 2.1%
$38.89 - $42.97 $13.1K - $14.5K
16.4K $701K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.03%
$214.77 - $237.72 $215 - $238
3.6K $854K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
617
+ 6.28%
$41.9 - $48.26 $25.9K - $29.8K
10.4K $499K
VCIT
Vanguard Intermediate Term Cor

ETFs
6
+ 0.05%
$79.29 - $84.02 $476 - $504
11.5K $962K
VGIT
Vanguard Intermediate Term Tre

ETFs
171
+ 1.08%
$57.8 - $60.8 $9.88K - $10.4K
16K $963K
VEU
Vanguard Ftse All World Ex Us

ETFs
13
+ 0.14%
$56.47 - $63.69 $734 - $828
9.06K $570K
VEA
Vanguard Ftse Developed Market

ETFs
289
+ 5.06%
$47.6 - $53.31 $13.8K - $15.4K
6K $316K
IYY
Ishares Tr

ETFs
78
+ 2.92%
$125.77 - $139.59 $9.81K - $10.9K
2.75K $384K
DFSU
Dimensional ETF Tr Dimen Us Su
15
+ 0.23%
N/A
6.52K $242K
AMGN
Amgen Inc

Healthcare
10
+ 0.88%
$309.38 - $337.38 $3.09K - $3.37K
1.15K $369K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
56
+ 0.99%
$46.18 - $48.92 $2.59K - $2.74K
5.72K $277K
Activity Summary
Buys All Purchases 36 New Holdings 6 Increased Positions 30 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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