Silver Oak Advisory Group, Inc. VTEB Holdings History
Silver Oak Advisory Group, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Silver Oak Advisory Group, Inc. held 232,504.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $11.54 Mil. This investment constitutes 6.13% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 9 purchases of VTEB, at an average price of $53.44, for a total of 250,247.00 shares. In addition, there have been 4 sales at an average price of $49.43 for 17,743.00 shares. Based on historical transaction data and VTEB's current price of $48.60, Silver Oak Advisory Group, Inc.'s estimated gain on his VTEB holdings is $-1.20 Mil, reflecting a -8.95% gain to date.
Silver Oak Advisory Group, Inc. VTEB ($48.60) Holding Chart
Silver Oak Advisory Group, Inc. VTEB ($48.60) 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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