Soa Wealth Advisors, Llc. Vanguard Mortg Backed Sec ETF Transaction History

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 465 shares of VMBS stock, worth $21,413. This represents 0.0% of its overall portfolio holdings.

Number of Shares
465
Previous 465 -0.0%
Holding current value
$21,413
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024
SELL
$44.9 - $47.55 $1,571 - $1,664
-35 Reduced 7.0%
465 $21,000
Q2 2024

Jul 17, 2024
BUY
$44.15 - $45.75 $750 - $777
17 Added 3.52%
500 $22,000
Q1 2022

Apr 07, 2022
BUY
$49.53 - $52.66 $891 - $947
18 Added 3.87%
483 $24,000
Q3 2021

Oct 12, 2021
BUY
$53.19 - $53.64 $24,733 - $24,942
465 New
465 $24,000

Others Institutions Holding VMBS

# of Institutions
681
Shares Held
371M
Call Options Held
100
Put Options Held
11.4K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email