Soa Wealth Advisors, Llc. Vanguard Total Stock Market Et Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,984 shares of VTI stock, worth $563,694. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,984

Previous 1,984 -0.0%

Holding current value

$563,694

Previous $574,000 -0.0%

% of portfolio

0.11%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$280.04 - $302.45 $2,240 - $2,419	8 Added 0.4%	1,984 $574,000
Q3 2024 Oct 08, 2024	BUY	$255.18 - $283.2 $1,531 - $1,699	6 Added 0.3%	1,976 $559,000
Q2 2024 Jul 17, 2024	BUY	$245.23 - $269.4 $9,809 - $10,776	40 Added 2.07%	1,970 $526,000
Q1 2024 Apr 10, 2024	SELL	$232.77 - $260.14 $18,621 - $20,811	-80 Reduced 3.98%	1,930 $501,000
Q4 2023 Jan 10, 2024	BUY	$203.12 - $238.25 $34,936 - $40,979	172 Added 9.36%	2,010 $476,000
Q3 2023 Oct 10, 2023	BUY	$211.41 - $228.35 $1,902 - $2,055	9 Added 0.49%	1,838 $390,000
Q2 2023 Jul 07, 2023	BUY	$200.75 - $220.28 $1,003 - $1,101	5 Added 0.27%	1,829 $402,000
Q1 2023 Apr 28, 2023	BUY	$189.85 - $210.01 $379 - $420	2 Added 0.11%	1,824 $372,000
Q4 2022 Jan 10, 2023	SELL	$179.3 - $204.18 $60,244 - $68,604	-336 Reduced 15.57%	1,822 $0
Q3 2022 Oct 07, 2022	BUY	$179.47 - $216.24 $77,710 - $93,631	433 Added 25.1%	2,158 $387,000
Q2 2022 Jul 13, 2022	BUY	$183.02 - $230.52 $39,715 - $50,022	217 Added 14.39%	1,725 $325,000
Q1 2022 Apr 07, 2022	BUY	$209.9 - $242.97 $174,636 - $202,151	832 Added 123.08%	1,508 $343,000
Q3 2021 Oct 12, 2021	SELL	$219.23 - $234.37 $29,596 - $31,639	-135 Reduced 16.65%	676 $150,000
Q2 2021 Jul 14, 2021	BUY	$209.28 - $222.82 $40,391 - $43,004	193 Added 31.23%	811 $180,000
Q4 2020 Mar 10, 2021	BUY	$166.99 - $194.64 $103,199 - $120,287	618 New	618 $127,000

Others Institutions Holding VTI

# of Institutions

3,369

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Vanguard Total Stock Market Et Transaction History