SILVER OAK WEALTH ADVISORS SERVICES, LLC ESGV Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 177,091.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $17.35 Mil. This investment constitutes 15.47% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.16% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2024Q4. And since then SILVER OAK WEALTH ADVISORS SERVICES, LLC has made 1 purchases of ESGV, at an average price of $104.99, for a total of 177,091.00 shares. Based on historical transaction data and ESGV's current price of $111.28, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his ESGV holdings is $1.11 Mil, reflecting a 5.99% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC ESGV ($111.28) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC ESGV ($111.28) 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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