Soa Wealth Advisors, Llc. Vanguard Index Fds S&P 500 ETF Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 53,036 shares of VOO stock, worth $28.4 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
53,036
Previous 51,801 2.38%
Holding current value
$28.4 Million
Previous $25.9 Million 8.02%
% of portfolio
5.42%
Previous 5.28%

Shares

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

Oct 08, 2024
BUY
$475.2 - $527.7 $586,872 - $651,709
1,235 Added 2.38%
53,036 $28 Million
Q2 2024

Jul 17, 2024
SELL
$455.1 - $504.28 $169,297 - $187,592
-372 Reduced 0.71%
51,801 $25.9 Million
Q1 2024

Apr 10, 2024
BUY
$429.43 - $481.35 $223,733 - $250,783
521 Added 1.01%
52,173 $25.1 Million
Q4 2023

Jan 10, 2024
BUY
$377.32 - $438.19 $199,979 - $232,240
530 Added 1.04%
51,652 $22.6 Million
Q3 2023

Oct 10, 2023
BUY
$392.7 - $420.68 $134,303 - $143,872
342 Added 0.67%
51,122 $20.1 Million
Q2 2023

Jul 07, 2023
SELL
$371.44 - $407.28 $50,515 - $55,390
-136 Reduced 0.27%
50,780 $20.7 Million
Q1 2023

Apr 28, 2023
BUY
$348.66 - $382.94 $211,287 - $232,061
606 Added 1.2%
50,916 $19.1 Million
Q4 2022

Jan 10, 2023
BUY
$327.64 - $374.54 $436,416 - $498,887
1,332 Added 2.72%
50,310 $0
Q3 2022

Oct 07, 2022
BUY
$328.3 - $395.04 $534,472 - $643,125
1,628 Added 3.44%
48,978 $16.1 Million
Q2 2022

Jul 13, 2022
SELL
$337.07 - $419.85 $866,606 - $1.08 Million
-2,571 Reduced 5.15%
47,350 $16.4 Million
Q1 2022

Apr 07, 2022
BUY
$382.7 - $439.25 $326,060 - $374,241
852 Added 1.74%
49,921 $20.7 Million
Q4 2021

Jan 13, 2022
SELL
$394.21 - $439.01 $137,973 - $153,653
-350 Reduced 0.71%
49,069 $21.5 Million
Q3 2021

Oct 12, 2021
SELL
$390.68 - $416.73 $147,286 - $157,107
-377 Reduced 0.76%
49,419 $19.5 Million
Q2 2021

Jul 14, 2021
SELL
$368.16 - $394.32 $1.25 Million - $1.34 Million
-3,392 Reduced 6.38%
49,796 $19.6 Million
Q1 2021

Apr 26, 2021
SELL
$339.03 - $365.24 $100,352 - $108,111
-296 Reduced 0.55%
53,188 $19.4 Million
Q4 2020

Mar 10, 2021
BUY
$299.82 - $343.69 $16 Million - $18.4 Million
53,484 New
53,484 $19.2 Million

Others Institutions Holding VOO

# of Institutions
3,023
Shares Held
374M
Call Options Held
1.16M
Put Options Held
1.02M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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