Sound View Wealth Advisors Group, LLC Vanguard Energy ETF Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,002 shares of VDE stock, worth $264,384. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,002
Previous 2,402 16.65%
Holding current value
$264,384
Previous $306,000 19.93%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$117.44 - $131.06 $46,976 - $52,424
-400 Reduced 16.65%
2,002 $245,000
Q1 2024

May 09, 2024
SELL
$111.77 - $131.7 $33,531 - $39,510
-300 Reduced 11.1%
2,402 $316,000
Q4 2023

Feb 08, 2024
BUY
$113.37 - $128.78 $21,313 - $24,210
188 Added 7.48%
2,702 $316,000
Q2 2023

Aug 08, 2023
SELL
$105.87 - $119.99 $259,381 - $293,975
-2,450 Reduced 49.36%
2,514 $283,000
Q1 2023

May 12, 2023
BUY
$106.22 - $128.7 $527,276 - $638,866
4,964 New
4,964 $567,000

Others Institutions Holding VDE

# of Institutions
674
Shares Held
21.9M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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.

Choose your preferred platform and Sign Up 👇 Telegram Email