SOA Wealth Advisors, LLC. VBR Holdings History
SOA Wealth Advisors, LLC.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 354,002.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $6.22 Mil. This investment constitutes 1.17% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.25% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 11 purchases of VBR, at an average price of $192.36, for a total of 400,814.00 shares. In addition, there have been 8 sales at an average price of $178.57 for 46,812.00 shares. Based on historical transaction data and VBR's current price of $201.41, SOA Wealth Advisors, LLC.'s estimated gain on his VBR holdings is $2.56 Mil, reflecting a 3.32% gain to date.
SOA Wealth Advisors, LLC. VBR ($201.41) Holding Chart
SOA Wealth Advisors, LLC. VBR ($201.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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