Soa Wealth Advisors, Llc. Vanguard Mid Cap ETF Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 12,196 shares of VO stock, worth $3.32 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

12,196

Previous 12,290 0.76%

Holding current value

$3.32 Million

Previous $2.98 Million 8.13%

% of portfolio

0.62%

Previous 0.61%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$237.84 - $263.83 $22,356 - $24,800	-94 Reduced 0.76%	12,196 $3.22 Million
Q2 2024 Jul 17, 2024	SELL	$234.99 - $248.98 $102,690 - $108,804	-437 Reduced 3.43%	12,290 $2.98 Million
Q1 2024 Apr 10, 2024	BUY	$225.86 - $249.86 $225 - $249	1 Added 0.01%	12,727 $3.18 Million
Q4 2023 Jan 10, 2024	SELL	$195.66 - $233.95 $58,111 - $69,483	-297 Reduced 2.28%	12,726 $2.96 Million
Q3 2023 Oct 10, 2023	SELL	$206.6 - $228.23 $19,007 - $20,997	-92 Reduced 0.7%	13,023 $2.71 Million
Q2 2023 Jul 07, 2023	SELL	$203.43 - $220.16 $157,047 - $169,963	-772 Reduced 5.56%	13,115 $2.89 Million
Q1 2023 Apr 28, 2023	BUY	$200.2 - $225.98 $3,803 - $4,293	19 Added 0.14%	13,887 $2.93 Million
Q4 2022 Jan 10, 2023	SELL	$186.57 - $217.26 $132,278 - $154,037	-709 Reduced 4.86%	13,868 $0
Q3 2022 Oct 07, 2022	BUY	$187.98 - $227.42 $31,204 - $37,751	166 Added 1.15%	14,577 $2.74 Million
Q2 2022 Jul 13, 2022	SELL	$190.36 - $240.41 $49,303 - $62,266	-259 Reduced 1.77%	14,411 $2.84 Million
Q1 2022 Apr 07, 2022	BUY	$219.86 - $253.39 $2,198 - $2,533	10 Added 0.07%	14,670 $3.49 Million
Q4 2021 Jan 13, 2022	SELL	$236.98 - $261.2 $42,419 - $46,754	-179 Reduced 1.21%	14,660 $3.74 Million
Q3 2021 Oct 12, 2021	BUY	$229.88 - $249.8 $18,160 - $19,734	79 Added 0.54%	14,839 $3.51 Million
Q2 2021 Jul 14, 2021	SELL	$223.23 - $238.25 $76,791 - $81,958	-344 Reduced 2.28%	14,760 $3.5 Million
Q1 2021 Apr 26, 2021	SELL	$203.74 - $225.89 $45,230 - $50,147	-222 Reduced 1.45%	15,104 $3.34 Million
Q4 2020 Mar 10, 2021	BUY	$176.14 - $208.21 $2.7 Million - $3.19 Million	15,326 New	15,326 $3.39 Million

Others Institutions Holding VO

# of Institutions

2,090

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Vanguard Mid Cap ETF Transaction History