Soa Wealth Advisors, Llc. Vanguard Information Technolog Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 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 3,871 shares of VGT stock, worth $2.33 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

3,871

Previous 3,967 2.42%

Holding current value

$2.33 Million

Previous $2.29 Million 0.74%

% of portfolio

0.44%

Previous 0.47%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,688

Shares Held

48.1M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

Track This Portfolio

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.

Account

Soa Wealth Advisors, Llc. Vanguard Information Technolog Transaction History