Soa Wealth Advisors, Llc. Vanguard Dividend Appreciation Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 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 313 shares of VIG stock, worth $57,012. This represents 0.01% of its overall portfolio holdings.

Number of Shares
313
Previous 313 -0.0%
Holding current value
$57,012
Previous $57,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$182.15 - $182.15 $19,125 - $19,125
-105 Reduced 25.12%
313 $57,000
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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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