Sound View Wealth Advisors Group, LLC Vanguard Bd Index Fd Inc Total Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 90,335 shares of BND stock, worth $6.65 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

90,335

Previous 89,105 1.38%

Holding current value

$6.65 Million

Previous $6.69 Million 2.94%

% of portfolio

0.53%

Previous 0.55%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $88,252 - $92,385	1,230 Added 1.38%	90,335 $6.5 Million
Q3 2024 Nov 12, 2024	SELL	$71.45 - $75.64 $1,143 - $1,210	-16 Reduced 0.02%	89,105 $6.69 Million
Q2 2024 Aug 05, 2024	SELL	$70.55 - $72.66 $22,434 - $23,105	-318 Reduced 0.36%	89,121 $6.42 Million
Q1 2024 May 09, 2024	BUY	$71.76 - $73.66 $5.89 Million - $6.05 Million	82,135 Added 1124.52%	89,439 $6.5 Million
Q4 2023 Feb 08, 2024	BUY	$68.04 - $73.9 $19,595 - $21,283	288 Added 4.1%	7,304 $537,000
Q3 2023 Nov 07, 2023	SELL	$69.63 - $72.91 $21,237 - $22,237	-305 Reduced 4.17%	7,016 $489,000
Q2 2023 Aug 08, 2023	BUY	$72.23 - $74.46 $3,900 - $4,020	54 Added 0.74%	7,321 $532,000
Q1 2023 May 12, 2023	BUY	$71.33 - $74.57 $24,894 - $26,024	349 Added 5.04%	7,267 $536,000
Q4 2022 Feb 08, 2023	BUY	$69.38 - $73.88 $1,526 - $1,625	22 Added 0.32%	6,918 $496,000
Q3 2022 Nov 08, 2022	BUY	$70.77 - $77.08 $424 - $462	6 Added 0.09%	6,896 $492,000
Q2 2022 Aug 05, 2022	SELL	$73.3 - $79.23 $25,068 - $27,096	-342 Reduced 4.73%	6,890 $519,000
Q1 2022 May 11, 2022	SELL	$78.72 - $84.18 $6,061 - $6,481	-77 Reduced 1.05%	7,232 $575,000
Q4 2021 Jan 20, 2022	BUY	$84.47 - $85.89 $16,556 - $16,834	196 Added 2.76%	7,309 $619,000
Q3 2021 Oct 21, 2021	SELL	$85.45 - $86.85 $15,124 - $15,372	-177 Reduced 2.43%	7,113 $608,000
Q2 2021 Jul 21, 2021	SELL	$84.67 - $85.92 $84 - $85	-1 Reduced 0.01%	7,290 $626,000
Q1 2021 Apr 28, 2021	SELL	$84.36 - $88.07 $8,436 - $8,807	-100 Reduced 1.35%	7,291 $618,000
Q4 2020 Feb 02, 2021	BUY	$87.44 - $88.49 $1,748 - $1,769	20 Added 0.27%	7,391 $652,000
Q3 2020 Nov 09, 2020	BUY	$88.13 - $89.48 $225,612 - $229,068	2,560 Added 53.21%	7,371 $650,000
Q2 2020 Aug 07, 2020	SELL	$85.6 - $88.34 $4,536 - $4,682	-53 Reduced 1.09%	4,811 $425,000
Q1 2020 May 12, 2020	BUY	$80.33 - $87.96 $80 - $87	1 Added 0.02%	4,864 $415,000
Q4 2019 Jan 27, 2020	SELL	$83.39 - $84.94 $14,343 - $14,609	-172 Reduced 3.42%	4,863 $408,000
Q3 2019 Nov 07, 2019	SELL	$83.3 - $84.54 $20,575 - $20,881	-247 Reduced 4.68%	5,035 $425,000
Q2 2019 Aug 07, 2019	BUY	N/A	5,282 New	5,282 $439,000

Others Institutions Holding BND

# of Institutions

1,728

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

View Full List

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Sound View Wealth Advisors Group, LLC Vanguard Bd Index Fd Inc Total Transaction History