SOA Wealth Advisors, LLC. VOT Holdings History
SOA Wealth Advisors, LLC.'s Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 23,368.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $6.65 Mil. This investment constitutes 1.25% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.04% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 5 purchases of VOT, at an average price of $211.71, for a total of 54,846.00 shares. In addition, there have been 14 sales at an average price of $210.92 for 31,478.00 shares. Based on historical transaction data and VOT's current price of $288.96, SOA Wealth Advisors, LLC.'s estimated gain on his VOT holdings is $1.78 Mil, reflecting a 15.33% gain to date.
SOA Wealth Advisors, LLC. VOT ($288.96) Holding Chart
SOA Wealth Advisors, LLC. VOT ($288.96) 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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