Sound View Wealth Advisors Group, LLC Vanguard Small Cap 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 Small Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,907 shares of VB stock, worth $663,348. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,907

Previous 3,715 21.75%

Holding current value

$663,348

Previous $892,000 27.8%

% of portfolio

0.05%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$217.89 - $252.64 $176,055 - $204,133	-808 Reduced 21.75%	2,907 $644,000
Q4 2024 Feb 07, 2025	SELL	$233.76 - $261.58 $98,646 - $110,386	-422 Reduced 10.2%	3,715 $892,000
Q3 2024 Nov 12, 2024	BUY	$214.77 - $237.72 $45,746 - $50,634	213 Added 5.43%	4,137 $981,000
Q2 2024 Aug 05, 2024	SELL	$210.76 - $226.94 $293,799 - $316,354	-1,394 Reduced 26.21%	3,924 $855,000
Q1 2024 May 09, 2024	SELL	$204.0 - $228.59 $65,076 - $72,920	-319 Reduced 5.66%	5,318 $1.22 Million
Q4 2023 Feb 08, 2024	BUY	$175.26 - $215.9 $97,269 - $119,824	555 Added 10.92%	5,637 $1.2 Million
Q3 2023 Nov 07, 2023	BUY	$186.24 - $208.75 $114,351 - $128,172	614 Added 13.74%	5,082 $960,000
Q2 2023 Aug 08, 2023	BUY	$181.26 - $198.89 $16,857 - $18,496	93 Added 2.13%	4,468 $888,000
Q1 2023 May 12, 2023	BUY	$179.51 - $208.76 $388,459 - $451,756	2,164 Added 97.87%	4,375 $829,000
Q4 2022 Feb 08, 2023	SELL	$172.82 - $196.57 $86,755 - $98,678	-502 Reduced 18.5%	2,211 $405,000
Q3 2022 Nov 08, 2022	BUY	$170.45 - $206.62 $1,022 - $1,239	6 Added 0.22%	2,713 $464,000
Q2 2022 Aug 05, 2022	SELL	$170.7 - $214.67 $183,843 - $231,199	-1,077 Reduced 28.46%	2,707 $477,000
Q1 2022 May 11, 2022	BUY	$198.73 - $227.97 $47,893 - $54,940	241 Added 6.8%	3,784 $804,000
Q4 2021 Jan 20, 2022	BUY	$215.13 - $239.37 $208,460 - $231,949	969 Added 37.65%	3,543 $801,000
Q3 2021 Oct 21, 2021	BUY	$211.9 - $229.42 $37,506 - $40,607	177 Added 7.38%	2,574 $563,000
Q2 2021 Jul 21, 2021	BUY	$211.77 - $228.05 $25,624 - $27,594	121 Added 5.32%	2,397 $540,000
Q1 2021 Apr 28, 2021	BUY	$191.53 - $223.48 $435,922 - $508,640	2,276 New	2,276 $487,000
Q3 2019 Nov 07, 2019	SELL	$153.32 - $158.01 $201,922 - $208,099	-1,317 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	N/A	1,317 New	1,317 $206,000

Others Institutions Holding VB

# of Institutions

2,371

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

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About VANGUARD SMALL-CAP ETF

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Sound View Wealth Advisors Group, LLC Vanguard Small Cap ETF Transaction History