A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,193 shares of VBK stock, worth $297,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,193
Previous 1,193 -0.0%
Holding current value
$297,904
Previous $288,000 7.99%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

SELL
$196.36 - $245.46 $1,963 - $2,454
-10 Reduced 0.83%
1,193 $288,000
Q3 2023

Nov 07, 2023

BUY
$210.59 - $239.48 $2,105 - $2,394
10 Added 0.84%
1,203 $257,000
Q1 2023

May 12, 2023

BUY
$198.77 - $233.54 $237,132 - $278,613
1,193 New
1,193 $258,000
Q4 2020

Feb 02, 2021

SELL
N/A
-14 Reduced 1.16%
1,193 $319,000
Q2 2020

Aug 07, 2020

BUY
N/A
1,207 New
1,207 $241,000
Q1 2020

May 12, 2020

SELL
N/A
-1,007 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
N/A
1,007 New
1,007 $200,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.