Sound View Wealth Advisors Group, LLC Vanguard Financial 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 Financial ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,810 shares of VFH stock, worth $479,602. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,810
Previous 3,731 2.12%
Holding current value
$479,602
Previous $372,000 12.37%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
712
Shares Held
52.8M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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