Sound View Wealth Advisors Group, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,062 shares of IVOO stock, worth $633,600. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,062
Previous 6,062
-0.0%
Holding current value
$633,600
Previous $624,000
3.85%
% of portfolio
0.06%
Previous 0.07%
Shares
20 transactions
Others Institutions Holding IVOO
# of Institutions
252Shares Held
9.12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.18MShares$123 Million0.01% of portfolio
-
Morgan Stanley New York, NY985KShares$103 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$94.1 Million5.16% of portfolio
-
Ubs Group Ag570KShares$59.6 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO368KShares$38.5 Million0.04% of portfolio