SOA Wealth Advisors’s Vonage Holdings Corporation VG Stock Holding History

SOA Wealth Advisors’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-423	Closed	-$7K	–	1039
2022 Q2	$7K	Hold	423	–	–	﹤0.01%	554
2022 Q1	$8K	Hold	423	–	–	﹤0.01%	631
2021 Q4	$8K	Hold	423	–	–	﹤0.01%	611
2021 Q3	$6K	Hold	423	–	–	﹤0.01%	676
2021 Q2	$6K	Hold	423	–	–	﹤0.01%	659
2021 Q1	$4K	Hold	423	–	–	﹤0.01%	667
2020 Q4	$6K	Buy	+423	New	+$5.15K	﹤0.01%	600

Other funds holding VG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SOA Wealth Advisors's VG Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Vonage Holdings Corporation (VG) in Q3 2022, closing a stake of 423 shares — an estimated $7K sold.

SOA Wealth Advisors first reported a position in VG in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 2 funds tracked by Wall St. Rank hold VG as of Q3 2022.

SOA Wealth Advisors reported no remaining Vonage Holdings Corporation position as of Q3 2022 after selling out during the quarter.
SOA Wealth Advisors sold 423 Vonage Holdings Corporation shares in Q3 2022, an estimated $7K.
SOA Wealth Advisors first reported a position in Vonage Holdings Corporation in Q4 2020 and held it in 7 quarters.
SOA Wealth Advisors's Vonage Holdings Corporation position peaked at $8K in Q1 2022.
2 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.