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

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 28,710 shares of VOT stock, worth $7.15 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

28,710

Previous 28,654 0.2%

Holding current value

$7.15 Million

Previous $7.27 Million 3.6%

% of portfolio

0.82%

Previous 1.37%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$237.72 - $276.98 $13,312 - $15,510	56 Added 0.2%	28,710 $7.01 Million
Q4 2024 Jan 28, 2025	SELL	$241.48 - $274.89 $163,240 - $185,825	-676 Reduced 2.3%	28,654 $7.27 Million
Q3 2024 Oct 08, 2024	SELL	$218.05 - $243.47 $96,160 - $107,370	-441 Reduced 1.48%	29,330 $7.14 Million
Q2 2024 Jul 17, 2024	SELL	$218.75 - $234.97 $753,812 - $809,706	-3,446 Reduced 10.37%	29,771 $6.83 Million
Q1 2024 Apr 10, 2024	SELL	$212.21 - $235.79 $85,096 - $94,551	-401 Reduced 1.19%	33,217 $7.83 Million
Q4 2023 Jan 10, 2024	SELL	$180.9 - $221.2 $58,068 - $71,005	-321 Reduced 0.95%	33,618 $7.38 Million
Q3 2023 Oct 10, 2023	SELL	$191.65 - $213.93 $488,324 - $545,093	-2,548 Reduced 6.98%	33,939 $6.61 Million
Q2 2023 Jul 07, 2023	SELL	$186.22 - $205.77 $2.63 Million - $2.9 Million	-14,111 Reduced 27.89%	36,487 $7.51 Million
Q1 2023 Apr 28, 2023	SELL	$177.43 - $203.61 $121,007 - $138,862	-682 Reduced 1.33%	50,598 $9.86 Million
Q4 2022 Jan 10, 2023	SELL	$165.84 - $193.83 $383,422 - $448,134	-2,312 Reduced 4.31%	51,280 $0
Q3 2022 Oct 07, 2022	SELL	$170.12 - $208.72 $110,748 - $135,876	-651 Reduced 1.2%	53,592 $9.14 Million
Q2 2022 Jul 13, 2022	BUY	$167.96 - $227.2 $1.33 Million - $1.8 Million	7,943 Added 17.16%	54,243 $9.51 Million
Q1 2022 Apr 07, 2022	BUY	$199.76 - $251.37 $6.92 Million - $8.7 Million	34,619 Added 296.37%	46,300 $10.3 Million
Q4 2021 Jan 13, 2022	BUY	$234.3 - $265.79 $8,669 - $9,834	37 Added 0.32%	11,681 $2.98 Million
Q3 2021 Oct 12, 2021	BUY	$230.42 - $251.05 $46,775 - $50,963	203 Added 1.77%	11,644 $2.75 Million
Q2 2021 Jul 14, 2021	SELL	$210.91 - $237.31 $18,349 - $20,645	-87 Reduced 0.75%	11,441 $2.7 Million
Q1 2021 Apr 26, 2021	SELL	$204.75 - $230.34 $94,185 - $105,956	-460 Reduced 3.84%	11,528 $2.47 Million
Q4 2020 Mar 10, 2021	BUY	$178.76 - $215.29 $2.14 Million - $2.58 Million	11,988 New	11,988 $2.72 Million

Others Institutions Holding VOT

# of Institutions

1,067

Shares Held

40.2M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Soa Wealth Advisors, Llc. Vanguard Mid Cap Growth Index Transaction History