SilverOak Wealth Management increases investments in Vanguard and Nuveen ETFs, diversifying its portfolio.
SilverOak Wealth Management LLC has increased its investments in various Vanguard ETFs, including the Vanguard FTSE All-World ex-US Small-Cap ETF, Vanguard FTSE Developed Markets ETF, and Vanguard Total World Stock ETF. Additionally, the firm purchased 3,115 shares of the Vanguard Mid-Cap ETF and 6,511 shares of the Nuveen ESG Small-Cap ETF. These moves reflect SilverOak's strategy to diversify its investment portfolio.
September 14, 2024
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