Sound View Wealth Advisors Group, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

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 7,013 shares of IVOO stock, worth $712,590. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,013

Previous 6,997 0.23%

Holding current value

$712,590

Previous $738,000 6.23%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$96.85 - $111.39 $1,549 - $1,782	16 Added 0.23%	7,013 $692,000
Q4 2024 Feb 07, 2025	BUY	$104.52 - $115.08 $2,926 - $3,222	28 Added 0.4%	6,997 $738,000
Q3 2024 Nov 12, 2024	BUY	$97.05 - $106.1 $88,024 - $96,232	907 Added 14.96%	6,969 $736,000
Q1 2024 May 09, 2024	SELL	$90.9 - $103.01 $43,995 - $49,856	-484 Reduced 7.39%	6,062 $624,000
Q4 2023 Feb 08, 2024	BUY	$78.64 - $94.88 $20,525 - $24,763	261 Added 4.15%	6,546 $615,000
Q3 2023 Nov 07, 2023	BUY	$83.66 - $92.16 $15,560 - $17,141	186 Added 3.05%	6,285 $531,000
Q2 2023 Aug 08, 2023	SELL	$81.37 - $88.56 $406 - $442	-5 Reduced 0.08%	6,099 $540,000
Q1 2023 May 12, 2023	BUY	$80.26 - $183.76 $361,651 - $828,022	4,506 Added 281.98%	6,104 $516,000
Q4 2022 Feb 08, 2023	SELL	$75.71 - $174.3 $2,422 - $5,577	-32 Reduced 1.96%	1,598 $261,000
Q3 2022 Nov 08, 2022	SELL	$74.3 - $89.13 $817 - $980	-11 Reduced 0.67%	1,630 $242,000
Q2 2022 Aug 05, 2022	SELL	$74.48 - $91.47 $3,426 - $4,207	-46 Reduced 2.73%	1,641 $251,000
Q1 2022 May 11, 2022	SELL	$85.0 - $96.56 $17,765 - $20,181	-209 Reduced 11.02%	1,687 $307,000
Q4 2021 Jan 20, 2022	SELL	$89.97 - $98.34 $168,513 - $184,190	-1,873 Reduced 49.69%	1,896 $363,000
Q3 2021 Oct 21, 2021	SELL	$86.83 - $93.77 $55,744 - $60,200	-642 Reduced 14.55%	3,769 $671,000
Q2 2021 Jul 21, 2021	SELL	$88.32 - $93.52 $863,504 - $914,345	-9,777 Reduced 68.91%	4,411 $803,000
Q1 2021 Apr 28, 2021	BUY	$76.54 - $90.63 $94,297 - $111,656	1,232 Added 9.51%	14,188 $2.5 Million
Q4 2020 Feb 02, 2021	BUY	$63.55 - $78.08 $32,791 - $40,289	516 Added 4.15%	12,956 $2.02 Million
Q3 2020 Nov 09, 2020	BUY	$59.03 - $66.5 $16,646 - $18,753	282 Added 2.32%	12,440 $1.56 Million
Q2 2020 Aug 07, 2020	BUY	$45.16 - $65.83 $115,519 - $168,393	2,558 Added 26.65%	12,158 $1.46 Million
Q1 2020 May 12, 2020	SELL	$40.9 - $71.08 $10,143 - $17,627	-248 Reduced 2.52%	9,600 $934,000
Q4 2019 Jan 27, 2020	BUY	$62.78 - $69.63 $252,250 - $279,773	4,018 Added 68.92%	9,848 $1.37 Million
Q3 2019 Nov 07, 2019	BUY	$64.81 - $66.58 $124,370 - $127,767	1,919 Added 49.07%	5,830 $761,000
Q2 2019 Aug 07, 2019	BUY	N/A	3,911 New	3,911 $513,000

Others Institutions Holding IVOO

# of Institutions

296

Shares Held

12.3M

Call Options Held

3.1K

Put Options Held

100

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Vanguard S&P Mid Cap 400 ETF Transaction History