Sound View Wealth Advisors Group, LLC Vanguard Specialized Funds Van Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,307 shares of VNQ stock, worth $303,020. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,307
Previous 2,272 45.55%
Holding current value
$303,020
Previous $221,000 33.03%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$87.85 - $98.6 $90,924 - $102,051
1,035 Added 45.55%
3,307 $294,000
Q3 2024

Nov 12, 2024
BUY
$82.97 - $98.97 $188,507 - $224,859
2,272 New
2,272 $221,000
Q1 2024

May 09, 2024
SELL
$82.58 - $89.12 $259,136 - $279,658
-3,138 Reduced 52.73%
2,813 $243,000
Q4 2023

Feb 08, 2024
BUY
$71.05 - $89.54 $233,683 - $294,497
3,289 Added 123.55%
5,951 $525,000
Q3 2023

Nov 07, 2023
BUY
$75.44 - $86.89 $4,979 - $5,734
66 Added 2.54%
2,662 $201,000
Q2 2023

Aug 08, 2023
BUY
$78.4 - $83.98 $3,292 - $3,527
42 Added 1.64%
2,596 $216,000
Q1 2023

May 12, 2023
SELL
$77.59 - $93.7 $58,502 - $70,649
-754 Reduced 22.79%
2,554 $212,000
Q4 2022

Feb 08, 2023
BUY
$76.14 - $88.09 $251,871 - $291,401
3,308 New
3,308 $272,000
Q2 2022

Aug 05, 2022
SELL
$87.04 - $112.5 $170,424 - $220,275
-1,958 Closed
0 $0
Q1 2022

May 11, 2022
SELL
$99.96 - $115.1 $45,881 - $52,830
-459 Reduced 18.99%
1,958 $212,000
Q4 2021

Jan 20, 2022
SELL
$102.53 - $116.01 $11,483 - $12,993
-112 Reduced 4.43%
2,417 $280,000
Q3 2021

Oct 21, 2021
SELL
$101.78 - $110.92 $39,388 - $42,926
-387 Reduced 13.27%
2,529 $257,000
Q2 2021

Jul 21, 2021
SELL
$93.53 - $105.5 $34,231 - $38,613
-366 Reduced 11.15%
2,916 $297,000
Q1 2021

Apr 28, 2021
SELL
$81.97 - $92.98 $17,295 - $19,618
-211 Reduced 6.04%
3,282 $302,000
Q4 2020

Feb 02, 2021
BUY
$76.08 - $86.67 $37,887 - $43,161
498 Added 16.63%
3,493 $297,000
Q3 2020

Nov 09, 2020
SELL
$76.31 - $83.64 $14,041 - $15,389
-184 Reduced 5.79%
2,995 $236,000
Q2 2020

Aug 07, 2020
SELL
$64.53 - $86.79 $23,940 - $32,199
-371 Reduced 10.45%
3,179 $250,000
Q1 2020

May 12, 2020
BUY
$56.91 - $99.57 $14,227 - $24,892
250 Added 7.58%
3,550 $248,000
Q4 2019

Jan 27, 2020
BUY
$90.14 - $95.25 $297,462 - $314,325
3,300 New
3,300 $306,000

Others Institutions Holding VNQ

# of Institutions
1,896
Shares Held
224M
Call Options Held
1.8M
Put Options Held
1.58M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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