Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Inter Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,812 shares of BIV stock, worth $142,097. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,812

Previous 2,206 17.86%

Holding current value

$142,097

Previous $168,000 16.67%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$75.05 - $77.34 $29,569 - $30,471	-394 Reduced 17.86%	1,812 $140,000
Q4 2024 Jan 28, 2025	BUY	$74.5 - $78.37 $88,133 - $92,711	1,183 Added 115.64%	2,206 $164,000
Q2 2024 Jul 17, 2024	SELL	$73.13 - $75.43 $58,796 - $60,645	-804 Reduced 44.01%	1,023 $76,000
Q1 2024 Apr 10, 2024	BUY	$74.51 - $76.61 $298 - $306	4 Added 0.22%	1,827 $137,000
Q4 2023 Jan 10, 2024	BUY	$70.49 - $76.74 $122,088 - $132,913	1,732 Added 1903.3%	1,823 $139,000
Q1 2023 Apr 28, 2023	BUY	$73.57 - $77.31 $1,471 - $1,546	20 Added 28.17%	91 $6,000
Q4 2022 Jan 10, 2023	SELL	$71.64 - $76.32 $1,432 - $1,526	-20 Reduced 21.98%	71 $0
Q1 2021 Apr 26, 2021	SELL	$88.61 - $92.83 $3,189 - $3,341	-36 Reduced 28.35%	91 $8,000
Q4 2020 Mar 10, 2021	BUY	$92.55 - $93.62 $11,753 - $11,889	127 New	127 $11,000

Others Institutions Holding BIV

# of Institutions

1,027

Shares Held

195M

Call Options Held

11.1K

Put Options Held

8.7K

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About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Inter Transaction History