Soa Wealth Advisors, Llc. Vanguard Value ETF Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 12,435 shares of VTV stock, worth $2.25 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,435
Previous 12,846
3.2%
Holding current value
$2.25 Million
Previous $2.19 Million
0.14%
% of portfolio
0.24%
Previous 0.26%
Shares
19 transactions
Others Institutions Holding VTV
# of Institutions
2,629Shares Held
562MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.5 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.77 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.8 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.65 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.43 Billion0.44% of portfolio