Soa Wealth Advisors, Llc. Vanguard Small Cap Value ETF Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 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 16,474 shares of VBR stock, worth $3.08 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
16,474
Previous 16,474
-0.0%
Holding current value
$3.08 Million
Previous $3.26 Million
-0.0%
% of portfolio
0.61%
Previous 0.61%
Shares
17 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio