Silver Oak Advisory Group, Inc. VTI Holdings History
Silver Oak Advisory Group, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Silver Oak Advisory Group, Inc. held 33,103.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.10 Mil. This investment constitutes 4.83% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 7 purchases of VTI, at an average price of $231.92, for a total of 37,424.00 shares. In addition, there have been 6 sales at an average price of $250.19 for 4,321.00 shares. Based on historical transaction data and VTI's current price of $312.30, Silver Oak Advisory Group, Inc.'s estimated gain on his VTI holdings is $2.74 Mil, reflecting a 31.57% gain to date.
Silver Oak Advisory Group, Inc. VTI ($312.30) Holding Chart
Silver Oak Advisory Group, Inc. VTI ($312.30) 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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