Soa Wealth Advisors, Llc. Vanguard Specialized Funds Van Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 227 shares of VNQ stock, worth $21,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares

227

Previous 227 -0.0%

Holding current value

$21,846

Previous $22,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$82.58 - $89.12 $17,341 - $18,715	210 Added 1235.29%	227 $19,000
Q4 2023 Jan 10, 2024	SELL	$71.05 - $89.54 $16,838 - $21,220	-237 Reduced 93.31%	17 $1,000
Q3 2023 Oct 10, 2023	SELL	$75.44 - $86.89 $2,791 - $3,214	-37 Reduced 12.71%	254 $19,000
Q2 2023 Jul 07, 2023	SELL	$78.4 - $83.98 $7,291 - $7,810	-93 Reduced 24.22%	291 $24,000
Q4 2022 Jan 10, 2023	SELL	$76.14 - $88.09 $7,614 - $8,809	-100 Reduced 20.66%	384 $0
Q3 2022 Oct 07, 2022	BUY	$79.28 - $102.13 $7,928 - $10,213	100 Added 26.04%	484 $38,000
Q4 2021 Jan 13, 2022	BUY	$102.53 - $116.01 $1,743 - $1,972	17 Added 4.63%	384 $44,000
Q3 2021 Oct 12, 2021	BUY	$101.78 - $110.92 $24,121 - $26,288	237 Added 182.31%	367 $37,000
Q4 2020 Mar 10, 2021	BUY	$76.08 - $86.67 $9,890 - $11,267	130 New	130 $11,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

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 Specialized Funds Van Transaction History