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 $4.54 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
10,823
Previous 11,033
1.9%
Holding current value
$4.54 Million
Previous $4.24 Million
4.89%
% of portfolio
0.83%
Previous 0.82%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,470Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.71 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio