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 12,614 shares of VBK stock, worth $3.58 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
12,614
Previous 12,614 -0.0%
Holding current value
$3.58 Million
Previous $3.37 Million -0.0%
% of portfolio
0.65%
Previous 0.65%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$240.48 - $267.94 $52,665 - $58,678
-219 Reduced 1.71%
12,614 $3.37 Million
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

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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.