SOA WEALTH ADVISORS, LLC. – Vanguard Value Index Fund Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$1.99M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.04% | 475 shares | -73K | $123.48 | 16.12K |
| Q2 2022 | share | Decrease | -17.78% | -3.38K shares | -749K | $131.88 | 15.64K |
| Q1 2022 | share | Increase | +0.16% | 30 shares | 18K | $147.78 | 19.03K |
| Q4 2021 | share | Decrease | -0.54% | -103 shares | 208K | $147.05 | 19.00K |
| Q3 2021 | share | Increase | +0.15% | 28 shares | -36K | $135.37 | 19.10K |
| Q2 2021 | share | Decrease | -7.34% | -1.51K shares | -84K | $136.66 | 19.07K |
| Q1 2021 | share | Increase | +0.26% | 53 shares | 160K | $129.99 | 20.58K |
| Q4 2020 | share | Increase | 0.00% | 20.53K shares | 2.54M | $117 | 20.53K |