Soa Wealth Advisors, Llc. Vanguard Information Technolog Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,440 shares of VGT stock, worth $2.13 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

3,440

Previous 3,871 11.13%

Holding current value

$2.13 Million

Previous $2.27 Million 5.81%

% of portfolio

0.4%

Previous 0.44%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$571.78 - $647.97 $246,437 - $279,275	-431 Reduced 11.13%	3,440 $2.14 Million
Q3 2024 Oct 08, 2024	SELL	$514.43 - $606.85 $49,385 - $58,257	-96 Reduced 2.42%	3,871 $2.27 Million
Q2 2024 Jul 17, 2024	SELL	$479.9 - $588.82 $44,150 - $54,171	-92 Reduced 2.27%	3,967 $2.29 Million
Q1 2024 Apr 10, 2024	BUY	$462.18 - $530.16 $72,100 - $82,704	156 Added 4.0%	4,059 $2.13 Million
Q4 2023 Jan 10, 2024	BUY	$399.56 - $486.79 $171,810 - $209,319	430 Added 12.38%	3,903 $1.89 Million
Q3 2023 Oct 10, 2023	BUY	$409.4 - $459.58 $4,912 - $5,514	12 Added 0.35%	3,473 $1.44 Million
Q2 2023 Jul 07, 2023	SELL	$368.4 - $443.39 $8,473 - $10,197	-23 Reduced 0.66%	3,461 $1.53 Million
Q1 2023 Apr 28, 2023	BUY	$311.14 - $385.47 $3,733 - $4,625	12 Added 0.35%	3,484 $1.34 Million
Q4 2022 Jan 10, 2023	BUY	$300.84 - $349.17 $2,406 - $2,793	8 Added 0.23%	3,472 $0
Q3 2022 Oct 07, 2022	BUY	$307.37 - $391.03 $59,937 - $76,250	195 Added 5.97%	3,464 $1.06 Million
Q2 2022 Jul 13, 2022	BUY	$315.97 - $423.43 $43,919 - $58,856	139 Added 4.44%	3,269 $1.07 Million
Q1 2022 Apr 07, 2022	BUY	$366.81 - $462.0 $202,112 - $254,562	551 Added 21.36%	3,130 $1.3 Million
Q4 2021 Jan 13, 2022	BUY	$396.99 - $466.1 $50,814 - $59,660	128 Added 5.22%	2,579 $1.19 Million
Q3 2021 Oct 12, 2021	SELL	$397.41 - $429.35 $28,613 - $30,913	-72 Reduced 2.85%	2,451 $983,000
Q2 2021 Jul 14, 2021	SELL	$351.88 - $400.08 $70,024 - $79,615	-199 Reduced 7.31%	2,523 $1.01 Million
Q1 2021 Apr 26, 2021	SELL	$339.41 - $380.61 $2,375 - $2,664	-7 Reduced 0.26%	2,722 $976,000
Q4 2020 Mar 10, 2021	BUY	$297.99 - $355.36 $813,214 - $969,777	2,729 New	2,729 $1.02 Million

Others Institutions Holding VGT

# of Institutions

1,752

Shares Held

50.2M

Call Options Held

856K

Put Options Held

237K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Soa Wealth Advisors, Llc. Vanguard Information Technolog Transaction History