Silver Oak Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 1,181 shares of VBR stock, worth $221,118. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,181
Previous 1,181
-0.0%
Holding current value
$221,118
Previous $237 Million
1.29%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio