SOA Wealth Advisors, LLC. VOE Holdings History
SOA Wealth Advisors, LLC.'s Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 61,150.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $10.06 Mil. This investment constitutes 1.89% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.06% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 14 purchases of VOE, at an average price of $139.78, for a total of 72,318.00 shares. In addition, there have been 5 sales at an average price of $139.78 for 11,168.00 shares. Based on historical transaction data and VOE's current price of $167.16, SOA Wealth Advisors, LLC.'s estimated gain on his VOE holdings is $1.67 Mil, reflecting a 16.56% gain to date.
SOA Wealth Advisors, LLC. VOE ($167.16) Holding Chart
SOA Wealth Advisors, LLC. VOE ($167.16) 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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