Sound View Wealth Advisors Group, LLC Vanguard Dividend Appreciation 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 Dividend Appreciation stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 91,709 shares of VIG stock, worth $16.7 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

91,709

Previous 84,589 8.42%

Holding current value

$16.7 Million

Previous $15.4 Million 8.18%

% of portfolio

1.38%

Previous 1.6%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$182.15 - $182.15 $1.3 Million - $1.3 Million	7,120 Added 8.42%	91,709 $16.7 Million
Q2 2024 Aug 05, 2024	SELL	$173.33 - $185.29 $186,849 - $199,742	-1,078 Reduced 1.26%	84,589 $15.4 Million
Q1 2024 May 09, 2024	SELL	$168.47 - $182.98 $829,714 - $901,176	-4,925 Reduced 5.44%	85,667 $15.6 Million
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $724,972 - $826,360	4,828 Added 5.63%	90,592 $15.4 Million
Q3 2023 Nov 07, 2023	BUY	$155.38 - $166.95 $985,886 - $1.06 Million	6,345 Added 7.99%	85,764 $13.3 Million
Q2 2023 Aug 08, 2023	SELL	$152.74 - $162.43 $112,569 - $119,710	-737 Reduced 0.92%	79,419 $12.9 Million
Q1 2023 May 12, 2023	BUY	$147.24 - $158.33 $3.74 Million - $4.03 Million	25,422 Added 46.45%	80,156 $12.3 Million
Q4 2022 Feb 08, 2023	SELL	$144.84 - $158.71 $170,476 - $186,801	-1,177 Reduced 2.11%	54,734 $8.31 Million
Q3 2022 Nov 08, 2022	SELL	N/A	-1,111 Reduced 1.95%	55,911 $7.56 Million
Q2 2022 Aug 05, 2022	SELL	N/A	-301 Reduced 0.53%	57,022 $8.18 Million
Q1 2022 May 11, 2022	SELL	N/A	-503 Reduced 0.87%	57,323 $9.3 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-5,746 Reduced 9.04%	57,826 $9.93 Million
Q3 2021 Oct 21, 2021	SELL	N/A	-353 Reduced 0.55%	63,572 $9.77 Million
Q2 2021 Jul 21, 2021	SELL	N/A	-673 Reduced 1.04%	63,925 $9.9 Million
Q1 2021 Apr 28, 2021	BUY	N/A	41 Added 0.06%	64,598 $9.5 Million
Q4 2020 Feb 02, 2021	BUY	N/A	332 Added 0.52%	64,557 $9.11 Million
Q3 2020 Nov 09, 2020	BUY	N/A	2,188 Added 3.53%	64,225 $8.26 Million
Q2 2020 Aug 07, 2020	BUY	N/A	19,367 Added 45.39%	62,037 $7.27 Million
Q1 2020 May 12, 2020	BUY	N/A	6,378 Added 17.57%	42,670 $4.41 Million
Q4 2019 Jan 27, 2020	BUY	N/A	6,243 Added 20.78%	36,292 $4.52 Million
Q3 2019 Nov 07, 2019	BUY	N/A	5,397 Added 21.89%	30,049 $3.59 Million
Q2 2019 Aug 07, 2019	BUY	N/A	24,652 New	24,652 $2.84 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Sound View Wealth Advisors Group, LLC Vanguard Dividend Appreciation Transaction History