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

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

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 45,485 shares of VOO stock, worth $23.3 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

45,485

Previous 53,601 15.14%

Holding current value

$23.3 Million

Previous $28.9 Million 19.49%

% of portfolio

2.74%

Previous 5.43%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$507.05 - $563.67 $4.12 Million - $4.57 Million	-8,116 Reduced 15.14%	45,485 $23.3 Million
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $294,839 - $315,733	565 Added 1.07%	53,601 $28.9 Million
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

3,556

Shares Held

475M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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