SOA Wealth Advisors, LLC. VOO Holdings History
SOA Wealth Advisors, LLC.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 45,485.00 shares of Vanguard S&P 500 ETF(VOO), totaling $23.38 Mil. This investment constitutes 4.88% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 10 purchases of VOO, at an average price of $337.59, for a total of 61,095.00 shares. In addition, there have been 8 sales at an average price of $466.76 for 15,610.00 shares. Based on historical transaction data and VOO's current price of $573.22, SOA Wealth Advisors, LLC.'s estimated gain on his VOO holdings is $12.73 Mil, reflecting a 61.74% gain to date.
SOA Wealth Advisors, LLC. VOO ($573.22) Holding Chart
SOA Wealth Advisors, LLC. VOO ($573.22) 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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