Soa Wealth Advisors, Llc. Vanguard Dividend Appreciation Transaction History

Soa Wealth Advisors, Llc.

  • $491 Million
  • Q2 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 418 shares of VIG stock, worth $76,138. This represents 0.02% of its overall portfolio holdings.

Number of Shares
418
Previous 313 33.55%
Holding current value
$76,138
Previous $57,000 33.33%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$173.33 - $185.29 $18,199 - $19,455
105 Added 33.55%
418 $76,000
Q4 2023

Jan 10, 2024
BUY
$150.16 - $171.16 $42,495 - $48,438
283 Added 943.33%
313 $53,000
Q3 2021

Oct 12, 2021
SELL
N/A
-43 Reduced 58.9%
30 $4,000
Q1 2021

Apr 26, 2021
BUY
N/A
19 Added 35.19%
73 $10,000
Q4 2020

Mar 10, 2021
BUY
N/A
54 New
54 $7,000

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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