Number of Shares
70,716.00
Current Holdings Value*
$6.40 Mil
% of Portfolio
3.4%
Total Estimate Gain
$-1.13 Mil
% of Total Estimate Gain
-13.19%

Silver Oak Advisory Group, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Silver Oak Advisory Group, Inc. held 70,716.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $6.40 Mil. This investment constitutes 3.4% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 9 purchases of VNQ, at an average price of $104.58, for a total of 81,817.00 shares. In addition, there have been 4 sales at an average price of $83.90 for 11,101.00 shares. Based on historical transaction data and VNQ's current price of $91.86, Silver Oak Advisory Group, Inc.'s estimated gain on his VNQ holdings is $-1.13 Mil, reflecting a -13.19% gain to date.

Silver Oak Advisory Group, Inc. VNQ ($91.86) Holding Chart

Silver Oak Advisory Group, Inc. VNQ ($91.86) 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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