Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-14,229.60
% of Total Estimate Gain
-3.82%

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Vanguard Small Cap Value ETF Holding Summary

As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held - shares of Vanguard Small Cap Value ETF(VBR), totaling N/A. This investment constitutes 0% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $197.54 for 1,815.00 shares. Based on historical transaction data and VBR's current price of $202.57, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his VBR holdings is $-14,229.60, reflecting a -3.82% gain to date.

SILVER OAK WEALTH ADVISORS SERVICES, LLC VBR ($202.57) Holding Chart

SILVER OAK WEALTH ADVISORS SERVICES, LLC VBR ($202.57) 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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