Sound View Wealth Advisors Group, LLC Vanguard Consumer Discretionar Transaction History

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,979 shares of VCR stock, worth $955,454. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,979

Previous 3,061 2.68%

Holding current value

$955,454

Previous $932,000 1.5%

% of portfolio

0.1%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$292.25 - $318.12 $23,964 - $26,085	-82 Reduced 2.68%	2,979 $946,000
Q4 2023 Feb 08, 2024	BUY	$247.89 - $308.23 $128,654 - $159,971	519 Added 20.42%	3,061 $932,000
Q3 2023 Nov 07, 2023	BUY	$265.85 - $296.58 $127,342 - $142,061	479 Added 23.22%	2,542 $684,000
Q2 2023 Aug 08, 2023	BUY	$243.5 - $283.2 $33,359 - $38,798	137 Added 7.11%	2,063 $584,000
Q1 2023 May 12, 2023	BUY	$217.79 - $265.16 $209,731 - $255,349	963 Added 100.0%	1,926 $486,000

Q4 2022 Feb 08, 2023	SELL	$213.95 - $246.49 $33,162 - $38,205	-155 Reduced 13.86%	963 $210,000
Q3 2022 Nov 08, 2022	BUY	N/A	17 Added 1.54%	1,118 $263,000
Q2 2022 Aug 05, 2022	SELL	N/A	-1,863 Reduced 62.85%	1,101 $250,000
Q1 2022 May 11, 2022	BUY	N/A	334 Added 12.7%	2,964 $905,000
Q4 2021 Jan 20, 2022	SELL	N/A	-1,272 Reduced 32.6%	2,630 $896,000
Q3 2021 Oct 21, 2021	BUY	N/A	119 Added 3.15%	3,902 $1.21 Million
Q2 2021 Jul 21, 2021	BUY	N/A	3,783 New	3,783 $1.19 Million

Others Institutions Holding VCR

# of Institutions

463

Shares Held

7.62M

Call Options Held

17K

Put Options Held

2.9K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Sound View Wealth Advisors Group, LLC Vanguard Consumer Discretionar Transaction History