Soa Wealth Advisors, Llc. Vanguard Small Cap Growth ETF Transaction History

Soa Wealth Advisors, Llc.

  • $491 Million
  • Q2 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 12,833 shares of VBK stock, worth $3.44 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
12,833
Previous 14,272 10.08%
Holding current value
$3.44 Million
Previous $3.72 Million 13.74%
% of portfolio
0.65%
Previous 0.78%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$237.63 - $258.31 $341,949 - $371,708
-1,439 Reduced 10.08%
12,833 $3.21 Million
Q1 2024

Apr 10, 2024
BUY
$231.0 - $260.72 $10,857 - $12,253
47 Added 0.33%
14,272 $3.72 Million
Q4 2023

Jan 10, 2024
BUY
$196.36 - $245.46 $109,176 - $136,475
556 Added 4.07%
14,225 $3.44 Million
Q3 2023

Oct 10, 2023
SELL
$210.59 - $239.48 $28,640 - $32,569
-136 Reduced 0.99%
13,669 $2.93 Million
Q2 2023

Jul 07, 2023
SELL
$209.12 - $229.74 $17,147 - $18,838
-82 Reduced 0.59%
13,805 $3.17 Million
Q1 2023

Apr 28, 2023
SELL
$198.77 - $233.54 $81,296 - $95,517
-409 Reduced 2.86%
13,887 $3.01 Million
Q4 2022

Jan 10, 2023
BUY
$192.0 - $216.09 $44,736 - $50,348
233 Added 1.66%
14,296 $0
Q3 2022

Oct 07, 2022
BUY
$192.77 - $237.17 $645,779 - $794,519
3,350 Added 31.27%
14,063 $2.74 Million
Q2 2022

Jul 13, 2022
BUY
$188.16 - $253.27 $1.56 Million - $2.11 Million
8,312 Added 346.19%
10,713 $2.11 Million
Q1 2022

Apr 07, 2022
BUY
$224.28 - $282.83 $167,537 - $211,274
747 Added 45.16%
2,401 $595,000
Q1 2021

Apr 26, 2021
BUY
$262.76 - $302.04 $262 - $302
1 Added 0.06%
1,654 $454,000
Q4 2020

Mar 10, 2021
BUY
$216.78 - $272.28 $358,337 - $450,078
1,653 New
1,653 $492,000

Others Institutions Holding VBK

# of Institutions
1,063
Shares Held
41.3M
Call Options Held
30.1K
Put Options Held
19.9K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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