Number of Shares
56,875.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
4%
Total Estimate Gain
$38,721.20
% of Total Estimate Gain
0.87%

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 56,875.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $4.49 Mil. This investment constitutes 4% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2024Q4. And since then SILVER OAK WEALTH ADVISORS SERVICES, LLC has made 1 purchases of VCSH, at an average price of $78.42, for a total of 56,875.00 shares. Based on historical transaction data and VCSH's current price of $79.10, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his VCSH holdings is $38,721.20, reflecting a 0.87% gain to date.

SILVER OAK WEALTH ADVISORS SERVICES, LLC VCSH ($79.10) Holding Chart

SILVER OAK WEALTH ADVISORS SERVICES, LLC VCSH ($79.10) 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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