Sound View Wealth Advisors Group, LLC Vanguard Financial 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 Financial ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,579 shares of VFH stock, worth $336,043. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,579

Previous 3,188 19.1%

Holding current value

$336,043

Previous $376,000 18.09%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$114.07 - $127.34 $69,468 - $77,550	-609 Reduced 19.1%	2,579 $308,000
Q4 2024 Feb 07, 2025	SELL	$108.87 - $126.2 $67,717 - $78,496	-622 Reduced 16.33%	3,188 $376,000
Q3 2024 Nov 12, 2024	BUY	$99.27 - $111.21 $7,842 - $8,785	79 Added 2.12%	3,810 $418,000
Q2 2024 Aug 05, 2024	SELL	$95.9 - $103.0 $190,553 - $204,661	-1,987 Reduced 34.75%	3,731 $372,000
Q1 2024 May 09, 2024	SELL	$90.62 - $102.39 $175,168 - $197,919	-1,933 Reduced 25.26%	5,718 $585,000
Q4 2023 Feb 08, 2024	SELL	$75.97 - $92.67 $210,133 - $256,325	-2,766 Reduced 26.55%	7,651 $705,000
Q3 2023 Nov 07, 2023	BUY	$80.32 - $86.71 $15,662 - $16,908	195 Added 1.91%	10,417 $836,000
Q2 2023 Aug 08, 2023	SELL	$74.65 - $81.49 $128,920 - $140,733	-1,727 Reduced 14.45%	10,222 $830,000
Q1 2023 May 12, 2023	BUY	$74.95 - $90.64 $495,194 - $598,858	6,607 Added 123.68%	11,949 $930,000
Q4 2022 Feb 08, 2023	SELL	$74.7 - $88.6 $48,256 - $57,235	-646 Reduced 10.79%	5,342 $441,000
Q3 2022 Nov 08, 2022	BUY	$74.44 - $88.21 $9,453 - $11,202	127 Added 2.17%	5,988 $446,000
Q2 2022 Aug 05, 2022	BUY	$75.42 - $93.29 $31,676 - $39,181	420 Added 7.72%	5,861 $452,000
Q1 2022 May 11, 2022	BUY	$87.26 - $101.75 $52,705 - $61,457	604 Added 12.49%	5,441 $508,000
Q4 2021 Jan 20, 2022	BUY	$92.72 - $100.95 $448,486 - $488,295	4,837 New	4,837 $467,000

Others Institutions Holding VFH

# of Institutions

791

Shares Held

54.8M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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