Soa Wealth Advisors, Llc. Vanguard Whitehall Fds (Vangua Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,217 shares of VYM stock, worth $564,867. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,217

Previous 4,217 -0.0%

Holding current value

$564,867

Previous $538,000 -0.0%

% of portfolio

0.1%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$126.68 - $134.74 $26,602 - $28,295	-210 Reduced 4.74%	4,217 $538,000
Q3 2024 Oct 08, 2024	SELL	$117.9 - $128.2 $117 - $128	-1 Reduced 0.02%	4,427 $567,000
Q2 2024 Jul 17, 2024	SELL	$114.71 - $121.51 $7,112 - $7,533	-62 Reduced 1.38%	4,428 $525,000
Q1 2024 Apr 10, 2024	SELL	$109.98 - $120.99 $11,437 - $12,582	-104 Reduced 2.26%	4,490 $543,000
Q4 2023 Jan 10, 2024	BUY	$98.71 - $111.84 $9,278 - $10,512	94 Added 2.09%	4,594 $512,000
Q3 2023 Oct 10, 2023	SELL	$103.32 - $110.34 $89,578 - $95,664	-867 Reduced 16.15%	4,500 $464,000
Q2 2023 Jul 07, 2023	BUY	$101.36 - $107.68 $13,480 - $14,321	133 Added 2.54%	5,367 $569,000
Q1 2023 Apr 28, 2023	BUY	$100.82 - $111.44 $1,411 - $1,560	14 Added 0.27%	5,234 $552,000
Q4 2022 Jan 10, 2023	BUY	$96.14 - $113.15 $1,730 - $2,036	18 Added 0.35%	5,220 $0
Q3 2022 Oct 07, 2022	BUY	$94.88 - $110.28 $1,423 - $1,654	15 Added 0.29%	5,202 $493,000
Q2 2022 Jul 13, 2022	SELL	$99.2 - $114.57 $38,886 - $44,911	-392 Reduced 7.03%	5,187 $527,000
Q1 2022 Apr 07, 2022	SELL	$107.24 - $115.01 $6,219 - $6,670	-58 Reduced 1.03%	5,579 $626,000
Q4 2021 Jan 13, 2022	BUY	$104.33 - $112.16 $36,724 - $39,480	352 Added 6.66%	5,637 $631,000
Q3 2021 Oct 12, 2021	BUY	$102.3 - $108.36 $1,432 - $1,517	14 Added 0.27%	5,285 $546,000
Q2 2021 Jul 14, 2021	SELL	$101.6 - $107.95 $13,208 - $14,033	-130 Reduced 2.41%	5,271 $552,000
Q1 2021 Apr 26, 2021	BUY	$90.4 - $101.83 $1,175 - $1,323	13 Added 0.24%	5,401 $546,000
Q4 2020 Mar 10, 2021	BUY	$78.88 - $92.1 $425,005 - $496,234	5,388 New	5,388 $514,000

Others Institutions Holding VYM

# of Institutions

1,906

Shares Held

191M

Call Options Held

1.77M

Put Options Held

395K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

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.

Account

Soa Wealth Advisors, Llc. Vanguard Whitehall Fds (Vangua Transaction History