Number of Shares
92,924.00
Current Holdings Value*
$7.80 Mil
% of Portfolio
4.14%
Total Estimate Gain
$-67,411.73
% of Total Estimate Gain
-0.72%

Silver Oak Advisory Group, Inc.'s Vanguard S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, Silver Oak Advisory Group, Inc. held 92,924.00 shares of Vanguard S&P Small-Cap 600 Value ETF(VIOV), totaling $7.80 Mil. This investment constitutes 4.14% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0.58% of the outstanding Vanguard S&P Small-Cap 600 Value ETF(VIOV) stock.

The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 8 purchases of VIOV, at an average price of $89.62, for a total of 103,809.00 shares. In addition, there have been 5 sales at an average price of $87.65 for 10,885.00 shares. Based on historical transaction data and VIOV's current price of $89.12, Silver Oak Advisory Group, Inc.'s estimated gain on his VIOV holdings is $-67,411.73, reflecting a -0.72% gain to date.

Silver Oak Advisory Group, Inc. VIOV ($89.12) Holding Chart

Silver Oak Advisory Group, Inc. VIOV ($89.12) 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 %

Top Ranked Articles

  • 1