Soa Wealth Advisors, Llc. Vanguard S&P Mid Cap 400 Value Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 8 shares of IVOV stock, worth $799. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 8 -0.0%
Holding current value
$799
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$89.89 - $100.28 $89 - $100
1 Added 14.29%
8 $0
Q4 2024

Jan 28, 2025
SELL
$94.54 - $104.98 $94 - $104
-1 Reduced 12.5%
7 $0
Q3 2024

Oct 08, 2024
SELL
$86.19 - $95.75 $86 - $95
-1 Reduced 11.11%
8 $0
Q4 2023

Jan 10, 2024
BUY
$71.8 - $88.58 $71 - $88
1 Added 12.5%
9 $0
Q1 2023

Apr 28, 2023
BUY
$74.3 - $176.9 $297 - $707
4 Added 100.0%
8 $0
Q4 2022

Jan 10, 2023
SELL
$70.88 - $164.78 $70 - $164
-1 Reduced 20.0%
4 $0
Q4 2020

Mar 10, 2021
BUY
$53.08 - $67.28 $265 - $336
5 New
5 $0

Others Institutions Holding IVOV

# of Institutions
167
Shares Held
5.85M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email