Soa Wealth Advisors, Llc. Vanguard S&P Mid Cap 400 Value Transaction History

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 8 shares of IVOV stock, worth $686. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 7 14.29%
Holding current value
$686
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$89.89 - $100.28 $89 - $100
1 Added 14.29%
8 $0
Q4 2024

Jan 28, 2025
SELL
$94.54 - $104.98 $94 - $104
-1 Reduced 12.5%
7 $0
Q3 2024

Oct 08, 2024
SELL
$86.19 - $95.75 $86 - $95
-1 Reduced 11.11%
8 $0
Q4 2023

Jan 10, 2024
BUY
$71.8 - $88.58 $71 - $88
1 Added 12.5%
9 $0
Q1 2023

Apr 28, 2023
BUY
$74.3 - $176.9 $297 - $707
4 Added 100.0%
8 $0
Q4 2022

Jan 10, 2023
SELL
$70.88 - $164.78 $70 - $164
-1 Reduced 20.0%
4 $0
Q4 2020

Mar 10, 2021
BUY
$53.08 - $67.28 $265 - $336
5 New
5 $0

Others Institutions Holding IVOV

# of Institutions
153
Shares Held
4.57M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
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