Soa Wealth Advisors, Llc. Vanguard Mid Cap Value Index F Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 67,476 shares of VOE stock, worth $11.7 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
67,476
Previous 61,150 10.35%
Holding current value
$11.7 Million
Previous $10.1 Million 17.13%
% of portfolio
1.23%
Previous 1.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$164.63 - $174.58 $1.04 Million - $1.1 Million
6,326 Added 10.35%
67,476 $11.8 Million
Q2 2025

Jul 18, 2025
BUY
$141.87 - $164.49 $1.14 Million - $1.32 Million
8,004 Added 15.06%
61,150 $10.1 Million
Q1 2025

Apr 14, 2025
BUY
$156.61 - $168.02 $267,176 - $286,642
1,706 Added 3.32%
53,146 $8.45 Million
Q4 2024

Jan 28, 2025
BUY
$160.89 - $176.18 $1.62 Million - $1.77 Million
10,043 Added 24.26%
51,440 $8.32 Million
Q3 2024

Oct 08, 2024
BUY
$149.02 - $167.67 $9,984 - $11,233
67 Added 0.16%
41,397 $6.94 Million
Q2 2024

Jul 17, 2024
SELL
$146.82 - $155.77 $271,910 - $288,486
-1,852 Reduced 4.29%
41,330 $6.22 Million
Q1 2024

Apr 10, 2024
SELL
$141.07 - $155.91 $95,645 - $105,706
-678 Reduced 1.55%
43,182 $6.73 Million
Q4 2023

Jan 10, 2024
SELL
$124.27 - $145.8 $269,914 - $316,677
-2,172 Reduced 4.72%
43,860 $6.36 Million
Q3 2023

Oct 10, 2023
SELL
$130.77 - $144.24 $693,604 - $765,048
-5,304 Reduced 10.33%
46,032 $6.03 Million
Q2 2023

Jul 07, 2023
SELL
$127.92 - $138.38 $148,643 - $160,797
-1,162 Reduced 2.21%
51,336 $7.1 Million
Q1 2023

Apr 28, 2023
BUY
$126.74 - $147.12 $20,785 - $24,127
164 Added 0.31%
52,498 $7.04 Million
Q4 2022

Jan 10, 2023
BUY
$122.51 - $142.75 $303,089 - $353,163
2,474 Added 4.96%
52,334 $0
Q3 2022

Oct 07, 2022
BUY
$121.77 - $145.8 $723,435 - $866,197
5,941 Added 13.53%
49,860 $6.07 Million
Q2 2022

Jul 13, 2022
BUY
$126.2 - $153.17 $1.57 Million - $1.91 Million
12,441 Added 39.52%
43,919 $5.69 Million
Q1 2022

Apr 07, 2022
BUY
$140.72 - $152.6 $180,965 - $196,243
1,286 Added 4.26%
31,478 $4.71 Million
Q4 2021

Jan 13, 2022
BUY
$140.47 - $150.69 $397,951 - $426,904
2,833 Added 10.35%
30,192 $4.53 Million
Q3 2021

Oct 12, 2021
BUY
$135.17 - $146.62 $1.12 Million - $1.22 Million
8,310 Added 43.62%
27,359 $3.82 Million
Q2 2021

Jul 14, 2021
BUY
$136.19 - $145.71 $144,497 - $154,598
1,061 Added 5.9%
19,049 $2.68 Million
Q1 2021

Apr 26, 2021
BUY
$116.81 - $138.13 $13,900 - $16,437
119 Added 0.67%
17,988 $2.43 Million
Q4 2020

Mar 10, 2021
BUY
$100.82 - $119.56 $1.8 Million - $2.14 Million
17,869 New
17,869 $2.27 Million

Others Institutions Holding VOE

# of Institutions
1,259
Shares Held
73M
Call Options Held
30.9K
Put Options Held
7.7K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email