Manager Directed Portfolios shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Manager Directed Portfolios
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All positions including Manager Directed Portfolios held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Manager Directed Portfolios by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 510k | 10.65 |
| 2025-06-30 | $5.0M | 482k | 10.46 |
| 2025-03-31 | $3.7M | 362k | 10.14 |
| 2024-12-31 | $3.6M | 356k | 10.12 |
| 2024-09-30 | $3.9M | 353k | 11.11 |
| 2024-06-30 | $3.3M | 346k | 9.67 |
| 2024-03-31 | $3.1M | 311k | 9.80 |