Soa Wealth Advisors, Llc. Vanguard Growth ETF Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 10,315 shares of VUG stock, worth $4.99 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
10,315
Previous 10,702
3.62%
Holding current value
$4.99 Million
Previous $4.69 Million
5.46%
% of portfolio
0.52%
Previous 0.52%
Shares
20 transactions
Others Institutions Holding VUG
# of Institutions
2,924Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio