Soa Wealth Advisors, Llc. Vanguard Mid Cap Value Index F Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 41,397 shares of VOE stock, worth $7.04 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
41,397
Previous 41,330
0.16%
Holding current value
$7.04 Million
Previous $6.22 Million
11.65%
% of portfolio
1.34%
Previous 1.27%
Shares
16 transactions
Others Institutions Holding VOE
# of Institutions
1,059Shares Held
68.3MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$824 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$781 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$598 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$533 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$523 Million0.04% of portfolio