Soa Wealth Advisors, Llc. Vanguard Growth ETF Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
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 10,823 shares of VUG stock, worth $4.21 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
10,823
Previous 10,823
-0.0%
Holding current value
$4.21 Million
Previous $4.44 Million
-0.0%
% of portfolio
0.83%
Previous 0.83%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,667Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.9 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.41 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.19 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.95 Billion6.58% of portfolio