Number of Shares
57,059.00
Current Holdings Value*
$17.34 Mil
% of Portfolio
1.41%
Total Estimate Gain
$3.55 Mil
% of Total Estimate Gain
10.22%

SILVER OAK SECURITIES, INCORPORATED's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, SILVER OAK SECURITIES, INCORPORATED held 57,059.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $17.34 Mil. This investment constitutes 1.41% of their stock portfolio, and SILVER OAK SECURITIES, INCORPORATED now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q1. And since then SILVER OAK SECURITIES, INCORPORATED has made 9 purchases of VTI, at an average price of $261.62, for a total of 132,866.00 shares. In addition, there have been 5 sales at an average price of $272.75 for 75,807.00 shares. Based on historical transaction data and VTI's current price of $309.09, SILVER OAK SECURITIES, INCORPORATED's estimated gain on his VTI holdings is $3.55 Mil, reflecting a 10.22% gain to date.

SILVER OAK SECURITIES, INCORPORATED VTI ($309.09) Holding Chart

SILVER OAK SECURITIES, INCORPORATED VTI ($309.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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