Soa Wealth Advisors, Llc. Vanguard Growth ETF Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 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 10,680 shares of VUG stock, worth $4.66 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

10,680

Previous 10,823 1.32%

Holding current value

$4.66 Million

Previous $4.44 Million 10.94%

% of portfolio

0.47%

Previous 0.83%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$369.1 - $427.61 $52,781 - $61,148	-143 Reduced 1.32%	10,680 $3.96 Million
Q4 2024 Jan 28, 2025	SELL	$378.79 - $428.11 $79,545 - $89,903	-210 Reduced 1.9%	10,823 $4.44 Million
Q3 2024 Oct 08, 2024	BUY	$341.08 - $391.94 $76,401 - $87,794	224 Added 2.07%	11,033 $4.24 Million
Q2 2024 Jul 17, 2024	SELL	$322.46 - $377.11 $121,567 - $142,170	-377 Reduced 3.37%	10,809 $4.04 Million
Q1 2024 Apr 10, 2024	BUY	$301.05 - $346.61 $43,953 - $50,605	146 Added 1.32%	11,186 $3.85 Million
Q4 2023 Jan 10, 2024	SELL	$261.54 - $312.16 $49,431 - $58,998	-189 Reduced 1.68%	11,040 $3.43 Million
Q3 2023 Oct 10, 2023	SELL	$269.56 - $293.5 $37,738 - $41,090	-140 Reduced 1.23%	11,229 $3.06 Million
Q2 2023 Jul 07, 2023	BUY	$243.06 - $282.96 $58,820 - $68,476	242 Added 2.17%	11,369 $3.22 Million
Q1 2023 Apr 28, 2023	BUY	$209.25 - $249.44 $209 - $249	1 Added 0.01%	11,127 $2.78 Million
Q4 2022 Jan 10, 2023	SELL	$208.44 - $233.81 $167,377 - $187,749	-803 Reduced 6.73%	11,126 $0
Q3 2022 Oct 07, 2022	SELL	$213.95 - $266.28 $26,743 - $33,285	-125 Reduced 1.04%	11,929 $2.55 Million
Q2 2022 Jul 13, 2022	BUY	$214.97 - $293.87 $62,126 - $84,928	289 Added 2.46%	12,054 $2.69 Million
Q1 2022 Apr 07, 2022	SELL	$254.37 - $323.09 $9,920 - $12,600	-39 Reduced 0.33%	11,765 $3.38 Million
Q4 2021 Jan 13, 2022	BUY	$287.0 - $325.67 $287 - $325	1 Added 0.01%	11,804 $3.81 Million
Q3 2021 Oct 12, 2021	SELL	$286.49 - $308.98 $2,291 - $2,471	-8 Reduced 0.07%	11,803 $3.43 Million
Q2 2021 Jul 14, 2021	SELL	$257.69 - $287.23 $162,602 - $181,242	-631 Reduced 5.07%	11,811 $3.39 Million
Q1 2021 Apr 26, 2021	BUY	$243.15 - $268.9 $6,565 - $7,260	27 Added 0.22%	12,442 $3.2 Million
Q4 2020 Mar 10, 2021	BUY	$220.77 - $253.46 $2.74 Million - $3.15 Million	12,415 New	12,415 $3.3 Million

Others Institutions Holding VUG

# of Institutions

2,681

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Vanguard Growth ETF Transaction History