Soa Wealth Advisors, Llc. Vanguard Value ETF Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 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 12,846 shares of VTV stock, worth $2.29 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

12,846

Previous 12,868 0.17%

Holding current value

$2.29 Million

Previous $2.18 Million 0.73%

% of portfolio

0.26%

Previous 0.41%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$167.73 - $179.21 $3,690 - $3,942	-22 Reduced 0.17%	12,846 $2.19 Million
Q4 2024 Jan 28, 2025	SELL	$168.32 - $181.87 $72,882 - $78,749	-433 Reduced 3.26%	12,868 $2.18 Million
Q3 2024 Oct 08, 2024	SELL	$159.75 - $174.57 $83,070 - $90,776	-520 Reduced 3.76%	13,301 $2.32 Million
Q2 2024 Jul 17, 2024	SELL	$154.57 - $163.65 $4,327 - $4,582	-28 Reduced 0.2%	13,821 $2.22 Million
Q1 2024 Apr 10, 2024	BUY	$147.46 - $162.86 $4,571 - $5,048	31 Added 0.22%	13,849 $2.26 Million
Q4 2023 Jan 10, 2024	BUY	$131.82 - $149.95 $11,468 - $13,045	87 Added 0.63%	13,818 $2.07 Million
Q3 2023 Oct 10, 2023	BUY	$137.93 - $147.18 $14,344 - $15,306	104 Added 0.76%	13,731 $1.89 Million
Q2 2023 Jul 07, 2023	SELL	$134.74 - $142.42 $70,064 - $74,058	-520 Reduced 3.68%	13,627 $1.94 Million
Q1 2023 Apr 28, 2023	SELL	$132.13 - $144.96 $16,912 - $18,554	-128 Reduced 0.9%	14,147 $1.95 Million
Q4 2022 Jan 10, 2023	SELL	$124.69 - $146.24 $230,427 - $270,251	-1,848 Reduced 11.46%	14,275 $0
Q3 2022 Oct 07, 2022	BUY	$123.48 - $143.43 $58,653 - $68,129	475 Added 3.04%	16,123 $1.99 Million
Q2 2022 Jul 13, 2022	SELL	$128.01 - $150.8 $433,057 - $510,156	-3,383 Reduced 17.78%	15,648 $2.06 Million
Q1 2022 Apr 07, 2022	BUY	$140.46 - $150.33 $4,213 - $4,509	30 Added 0.16%	19,031 $2.81 Million
Q4 2021 Jan 13, 2022	SELL	$136.43 - $147.24 $14,052 - $15,165	-103 Reduced 0.54%	19,001 $2.79 Million
Q3 2021 Oct 12, 2021	BUY	$134.5 - $142.48 $3,766 - $3,989	28 Added 0.15%	19,104 $2.59 Million
Q2 2021 Jul 14, 2021	SELL	$132.12 - $141.17 $199,633 - $213,307	-1,511 Reduced 7.34%	19,076 $2.62 Million
Q1 2021 Apr 26, 2021	BUY	$117.44 - $132.31 $6,224 - $7,012	53 Added 0.26%	20,587 $2.71 Million
Q4 2020 Mar 10, 2021	BUY	$101.75 - $119.15 $2.09 Million - $2.45 Million	20,534 New	20,534 $2.55 Million

Others Institutions Holding VTV

# of Institutions

2,610

Shares Held

563M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Soa Wealth Advisors, Llc. Vanguard Value ETF Transaction History