Soa Wealth Advisors, Llc. Vanguard Mid Cap Value Index F Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

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 53,146 shares of VOE stock, worth $8.09 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

53,146

Previous 51,440 3.32%

Holding current value

$8.09 Million

Previous $8.32 Million 1.59%

% of portfolio

0.99%

Previous 1.56%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$156.61 - $168.02 $267,176 - $286,642	1,706 Added 3.32%	53,146 $8.45 Million
Q4 2024 Jan 28, 2025	BUY	$160.89 - $176.18 $1.62 Million - $1.77 Million	10,043 Added 24.26%	51,440 $8.32 Million
Q3 2024 Oct 08, 2024	BUY	$149.02 - $167.67 $9,984 - $11,233	67 Added 0.16%	41,397 $6.94 Million
Q2 2024 Jul 17, 2024	SELL	$146.82 - $155.77 $271,910 - $288,486	-1,852 Reduced 4.29%	41,330 $6.22 Million
Q1 2024 Apr 10, 2024	SELL	$141.07 - $155.91 $95,645 - $105,706	-678 Reduced 1.55%	43,182 $6.73 Million
Q4 2023 Jan 10, 2024	SELL	$124.27 - $145.8 $269,914 - $316,677	-2,172 Reduced 4.72%	43,860 $6.36 Million
Q3 2023 Oct 10, 2023	SELL	$130.77 - $144.24 $693,604 - $765,048	-5,304 Reduced 10.33%	46,032 $6.03 Million
Q2 2023 Jul 07, 2023	SELL	$127.92 - $138.38 $148,643 - $160,797	-1,162 Reduced 2.21%	51,336 $7.1 Million
Q1 2023 Apr 28, 2023	BUY	$126.74 - $147.12 $20,785 - $24,127	164 Added 0.31%	52,498 $7.04 Million
Q4 2022 Jan 10, 2023	BUY	$122.51 - $142.75 $303,089 - $353,163	2,474 Added 4.96%	52,334 $0
Q3 2022 Oct 07, 2022	BUY	$121.77 - $145.8 $723,435 - $866,197	5,941 Added 13.53%	49,860 $6.07 Million
Q2 2022 Jul 13, 2022	BUY	$126.2 - $153.17 $1.57 Million - $1.91 Million	12,441 Added 39.52%	43,919 $5.69 Million
Q1 2022 Apr 07, 2022	BUY	$140.72 - $152.6 $180,965 - $196,243	1,286 Added 4.26%	31,478 $4.71 Million
Q4 2021 Jan 13, 2022	BUY	$140.47 - $150.69 $397,951 - $426,904	2,833 Added 10.35%	30,192 $4.53 Million
Q3 2021 Oct 12, 2021	BUY	$135.17 - $146.62 $1.12 Million - $1.22 Million	8,310 Added 43.62%	27,359 $3.82 Million
Q2 2021 Jul 14, 2021	BUY	$136.19 - $145.71 $144,497 - $154,598	1,061 Added 5.9%	19,049 $2.68 Million
Q1 2021 Apr 26, 2021	BUY	$116.81 - $138.13 $13,900 - $16,437	119 Added 0.67%	17,988 $2.43 Million
Q4 2020 Mar 10, 2021	BUY	$100.82 - $119.56 $1.8 Million - $2.14 Million	17,869 New	17,869 $2.27 Million

Others Institutions Holding VOE

# of Institutions

1,203

Shares Held

71.4M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Soa Wealth Advisors, Llc. Vanguard Mid Cap Value Index F Transaction History