Number of Shares
191,871.00
Current Holdings Value*
$15.02 Mil
% of Portfolio
7.97%
Total Estimate Gain
$-339,716.19
% of Total Estimate Gain
-1.99%

Silver Oak Advisory Group, Inc.'s Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, Silver Oak Advisory Group, Inc. held 191,871.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $15.02 Mil. This investment constitutes 7.97% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 10 purchases of BSV, at an average price of $79.90, for a total of 214,050.00 shares. In addition, there have been 3 sales at an average price of $76.69 for 22,179.00 shares. Based on historical transaction data and BSV's current price of $78.50, Silver Oak Advisory Group, Inc.'s estimated gain on his BSV holdings is $-339,716.19, reflecting a -1.99% gain to date.

Silver Oak Advisory Group, Inc. BSV ($78.50) Holding Chart

Silver Oak Advisory Group, Inc. BSV ($78.50) 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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