Soa Wealth Advisors, Llc. Vanguard Consumer Discretionar Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 423 shares of VCR stock, worth $151,983. This represents 0.03% of its overall portfolio holdings.

Number of Shares

423

Previous 422 0.24%

Holding current value

$151,983

Previous $131,000 9.92%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$291.88 - $341.94 $291 - $341	1 Added 0.24%	423 $144,000
Q1 2024 Apr 10, 2024	BUY	$292.25 - $318.12 $292 - $318	1 Added 0.24%	422 $134,000
Q4 2023 Jan 10, 2024	BUY	$247.89 - $308.23 $495 - $616	2 Added 0.48%	421 $128,000
Q3 2023 Oct 10, 2023	BUY	$265.85 - $296.58 $265 - $296	1 Added 0.24%	419 $112,000
Q1 2023 Apr 28, 2023	BUY	$217.79 - $265.16 $217 - $265	1 Added 0.24%	418 $105,000
Q4 2022 Jan 10, 2023	BUY	$213.95 - $246.49 $641 - $739	3 Added 0.72%	417 $0
Q2 2022 Jul 13, 2022	BUY	$222.74 - $312.09 $18,264 - $25,591	82 Added 24.7%	414 $94,000
Q1 2022 Apr 07, 2022	BUY	$271.48 - $348.23 $271 - $348	1 Added 0.3%	332 $101,000
Q4 2021 Jan 13, 2022	BUY	$309.2 - $355.63 $618 - $711	2 Added 0.61%	331 $113,000
Q2 2021 Jul 14, 2021	SELL	$292.51 - $314.88 $585 - $629	-2 Reduced 0.6%	329 $103,000
Q1 2021 Apr 26, 2021	BUY	$271.66 - $300.39 $4,618 - $5,106	17 Added 5.41%	331 $97,000
Q4 2020 Mar 10, 2021	BUY	$229.12 - $275.61 $71,943 - $86,541	314 New	314 $93,000

Others Institutions Holding VCR

# of Institutions

512

Shares Held

14.4M

Call Options Held

9.5K

Put Options Held

6.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Soa Wealth Advisors, Llc. Vanguard Consumer Discretionar Transaction History