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

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 96 shares of BSV stock, worth $7,562. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 96 -0.0%

Holding current value

$7,562

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$76.34 - $77.25 $23,894 - $24,179	-313 Reduced 76.53%	96 $7,000
Q4 2023 Jan 10, 2024	SELL	$74.64 - $77.03 $3,508 - $3,620	-47 Reduced 10.31%	409 $31,000
Q4 2022 Jan 10, 2023	SELL	$74.07 - $75.87 $46,960 - $48,101	-634 Reduced 58.17%	456 $0
Q3 2022 Oct 07, 2022	BUY	$74.52 - $77.47 $32,341 - $33,621	434 Added 66.16%	1,090 $81,000
Q4 2021 Jan 13, 2022	SELL	$80.78 - $81.98 $49,518 - $50,253	-613 Reduced 48.31%	656 $53,000
Q3 2021 Oct 12, 2021	BUY	$81.9 - $82.4 $74,447 - $74,901	909 Added 252.5%	1,269 $103,000
Q1 2021 Apr 26, 2021	SELL	$82.08 - $82.89 $2,626 - $2,652	-32 Reduced 8.16%	360 $29,000
Q4 2020 Mar 10, 2021	BUY	$82.67 - $82.96 $32,406 - $32,520	392 New	392 $32,000

Others Institutions Holding BSV

# of Institutions

1,347

Shares Held

392M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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