Silver Oak Advisory Group, Inc. Sells in Q3 2025

Silver Oak Advisory Group, Inc.

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.8K
- 7.56%
$48.5 - $50.19 $766K - $792K
193K $9.67M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-11.7K
- 9.82%
$21.91 - $22.57 $256K - $264K
107K $2.41M
IVV
Ishares Core S&P 500 ETF

ETFs
-412
- 29.22%
$620.67 - $670.08 $256K - $276K
998 $667K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.68K
- 12.73%
$81.75 - $84.54 $137K - $142K
11.5K $967K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.08K
- 6.88%
$68.24 - $73.73 $415K - $448K
82.2K $6.04M
LLY
Eli Lilly & CO

Healthcare
-24
- 4.16%
$625.65 - $812.69 $15K - $19.5K
553 $421K
JPM
Jpmorgan Chase & CO

Financial Services
-242
- 11.57%
$282.78 - $316.06 $68.4K - $76.5K
1.85K $583K
VUG
Vanguard Growth ETF

ETFs
-67
- 10.55%
$433.97 - $484.08 $29.1K - $32.4K
568 $272K
WFC
Wells Fargo & Company

Financial Services
-370
- 5.02%
$77.05 - $85.16 $28.5K - $31.5K
7K $587K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-686
- 8.63%
$49.43 - $54.52 $33.9K - $37.4K
7.26K $393K
AMGN
Amgen Inc

Healthcare
-2
- 0.15%
$271.18 - $309.22 $542 - $618
1.37K $386K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-19
- 0.1%
$46.86 - $48.27 $890 - $917
19.2K $922K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-39
- 2.04%
$133.48 - $144.38 $5.21K - $5.63K
1.87K $266K
XOM
Exxon Mobil Corp

Energy
-61
- 1.56%
$105.83 - $117.22 $6.46K - $7.15K
3.86K $435K
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 3.37%
$357.4 - $423.42 $8.22K - $9.74K
659 $267K
IYY
Ishares Tr

ETFs
-77
- 2.94%
$150.75 - $162.82 $11.6K - $12.5K
2.54K $412K
VEU
Vanguard Ftse All World Ex Us

ETFs
-125
- 1.74%
$66.38 - $71.68 $8.3K - $8.96K
7.04K $502K
VBR
Vanguard Small Cap Value ETF

ETFs
-49
- 1.68%
$195.41 - $212.37 $9.58K - $10.4K
2.87K $599K
RTX
Raytheon Technologies Corp

Industrials
-44
- 2.37%
$144.19 - $167.33 $6.34K - $7.36K
1.82K $303K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-524
- 2.24%
$41.91 - $44.87 $22K - $23.5K
22.9K $1.02M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-555
- 2.9%
$40.43 - $44.52 $22.4K - $24.7K
18.6K $820K
MSFT
Microsoft Corp

Technology
-118
- 2.38%
$491.09 - $535.64 $57.9K - $63.2K
4.83K $2.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.06K
- 2.36%
$64.58 - $69.94 $68.5K - $74.1K
43.9K $3.05M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-78
- 0.58%
$109.47 - $119.06 $8.54K - $9.29K
13.4K $1.59M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-174
- 0.7%
$67.01 - $72.84 $11.7K - $12.7K
24.8K $1.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.24K
- 3.2%
$23.82 - $25.84 $125K - $135K
159K $4.08M
AAPL
Apple Inc.

Technology
-273
- 2.79%
$202.38 - $256.87 $55.2K - $70.1K
9.52K $2.42M
VTI
Vanguard Total Stock Market Et

ETFs
-492
- 1.47%
$303.93 - $329.86 $150K - $162K
33.1K $10.8M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-1.89K
- 2.07%
$85.31 - $97.03 $161K - $184K
89.4K $8.51M
Activity Summary
Buys All Purchases 29 New Holdings 7 Increased Positions 22 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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