SOA WEALTH ADVISORS, LLC. – Vanguard Small Cap Value Index Fund Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$1.76M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.52% | 184 shares | -52K | $143.4 | 12.29K |
| Q2 2022 | share | Decrease | -29.32% | -5.02K shares | -1.2M | $149.82 | 12.11K |
| Q1 2022 | share | Increase | +0.07% | 12 shares | -45K | $175.94 | 17.14K |
| Q4 2021 | share | Decrease | -5.27% | -953 shares | 0 | $178.69 | 17.12K |
| Q3 2021 | share | Decrease | -12.90% | -2.67K shares | -545K | $169.26 | 18.08K |
| Q2 2021 | share | Decrease | -26.31% | -7.41K shares | -1.06M | $172.99 | 20.76K |
| Q1 2021 | share | Decrease | -0.45% | -126 shares | 217K | $164.36 | 28.17K |
| Q4 2020 | share | Increase | 0.00% | 28.29K shares | 4.44M | $140.59 | 28.29K |