Silver Oak Wealth Management LLC Vanguard 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 Value ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 2,995 shares of VTV stock, worth $513,043. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,995
Previous 2,994
0.03%
Holding current value
$513,043
Previous $523 Million
2.99%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,539Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20.6 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.23 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.29 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.44 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.26 Billion0.42% of portfolio