SOA WEALTH ADVISORS, LLC. – Vanguard 500 Index Fund Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$16.07M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.44% | 1.62K shares | -345K | $328.3 | 48.97K |
| Q2 2022 | share | Decrease | -5.15% | -2.57K shares | -4.30M | $346.88 | 47.35K |
| Q1 2022 | share | Increase | +1.74% | 852 shares | -756K | $415.17 | 49.92K |
| Q4 2021 | share | Decrease | -0.71% | -350 shares | 1.99M | $437.77 | 49.06K |
| Q3 2021 | share | Decrease | -0.76% | -377 shares | -105K | $394.4 | 49.41K |
| Q2 2021 | share | Decrease | -6.38% | -3.39K shares | 219K | $392.24 | 49.79K |
| Q1 2021 | share | Decrease | -0.55% | -296 shares | 195K | $361.88 | 53.18K |
| Q4 2020 | share | Increase | 0.00% | 53.48K shares | 19.18M | $340.23 | 53.48K |