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

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 15,976 shares of VBR stock, worth $3.32 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
15,976
Previous 15,976 -0.0%
Holding current value
$3.32 Million
Previous $3.21 Million -0.0%
% of portfolio
0.62%
Previous 0.62%

Shares

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

Oct 08, 2024
BUY
$179.99 - $201.6 $88,555 - $99,187
492 Added 3.18%
15,976 $3.21 Million
Q2 2024

Jul 17, 2024
BUY
$177.65 - $191.11 $79,409 - $85,426
447 Added 2.97%
15,484 $2.83 Million
Q1 2024

Apr 10, 2024
BUY
$172.45 - $191.88 $266,952 - $297,030
1,548 Added 11.48%
15,037 $2.89 Million
Q4 2023

Jan 10, 2024
BUY
$149.18 - $181.94 $167,827 - $204,682
1,125 Added 9.1%
13,489 $2.43 Million
Q3 2023

Oct 10, 2023
BUY
$157.33 - $174.39 $130,741 - $144,918
831 Added 7.21%
12,364 $1.97 Million
Q2 2023

Jul 07, 2023
SELL
$150.74 - $165.4 $219,326 - $240,657
-1,455 Reduced 11.2%
11,533 $1.91 Million
Q1 2023

Apr 28, 2023
SELL
$150.22 - $177.69 $96,441 - $114,076
-642 Reduced 4.71%
12,988 $2.06 Million
Q4 2022

Jan 10, 2023
BUY
$147.25 - $169.54 $195,989 - $225,657
1,331 Added 10.82%
13,630 $0
Q3 2022

Oct 07, 2022
BUY
$143.4 - $172.87 $26,385 - $31,808
184 Added 1.52%
12,299 $1.76 Million
Q2 2022

Jul 13, 2022
SELL
$146.67 - $178.24 $737,016 - $895,656
-5,025 Reduced 29.32%
12,115 $1.82 Million
Q1 2022

Apr 07, 2022
BUY
$165.62 - $182.58 $1,987 - $2,190
12 Added 0.07%
17,140 $3.02 Million
Q4 2021

Jan 13, 2022
SELL
$168.72 - $185.72 $160,790 - $176,991
-953 Reduced 5.27%
17,128 $3.06 Million
Q3 2021

Oct 12, 2021
SELL
$162.66 - $175.73 $435,766 - $470,780
-2,679 Reduced 12.9%
18,081 $3.06 Million
Q2 2021

Jul 14, 2021
SELL
$166.46 - $180.76 $1.23 Million - $1.34 Million
-7,413 Reduced 26.31%
20,760 $3.61 Million
Q1 2021

Apr 26, 2021
SELL
$139.89 - $172.72 $17,626 - $21,762
-126 Reduced 0.45%
28,173 $4.67 Million
Q4 2020

Mar 10, 2021
BUY
$111.89 - $142.79 $3.17 Million - $4.04 Million
28,299 New
28,299 $4.45 Million

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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