Sound View Wealth Advisors Group, LLC Vanguard Mid Cap ETF Transaction History

Sound View Wealth Advisors Group, LLC

  • $965 Million
  • Q2 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,558 shares of VO stock, worth $2.51 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,558
Previous 9,447 1.17%
Holding current value
$2.51 Million
Previous $2.36 Million 1.99%
% of portfolio
0.24%
Previous 0.25%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$234.99 - $248.98 $26,083 - $27,636
111 Added 1.17%
9,558 $2.31 Million
Q1 2024

May 09, 2024
SELL
$225.86 - $249.86 $170,750 - $188,894
-756 Reduced 7.41%
9,447 $2.36 Million
Q4 2023

Feb 08, 2024
BUY
$195.66 - $233.95 $340,839 - $407,540
1,742 Added 20.59%
10,203 $2.37 Million
Q3 2023

Nov 07, 2023
BUY
$206.6 - $228.23 $253,085 - $279,581
1,225 Added 16.93%
8,461 $1.76 Million
Q2 2023

Aug 08, 2023
BUY
$203.43 - $220.16 $69,979 - $75,735
344 Added 4.99%
7,236 $1.59 Million
Q1 2023

May 12, 2023
BUY
$200.2 - $225.98 $427,627 - $482,693
2,136 Added 44.91%
6,892 $1.45 Million
Q4 2022

Feb 08, 2023
BUY
$186.57 - $217.26 $12,500 - $14,556
67 Added 1.43%
4,756 $969,000
Q3 2022

Nov 08, 2022
SELL
$187.98 - $227.42 $3,759 - $4,548
-20 Reduced 0.42%
4,689 $882,000
Q2 2022

Aug 05, 2022
BUY
$190.36 - $240.41 $111,170 - $140,399
584 Added 14.16%
4,709 $928,000
Q1 2022

May 11, 2022
BUY
$219.86 - $253.39 $376,400 - $433,803
1,712 Added 70.95%
4,125 $981,000
Q4 2021

Jan 20, 2022
SELL
$236.98 - $261.2 $20,617 - $22,724
-87 Reduced 3.48%
2,413 $615,000
Q2 2021

Jul 21, 2021
BUY
$223.23 - $238.25 $87,506 - $93,394
392 Added 18.6%
2,500 $593,000
Q4 2020

Feb 02, 2021
SELL
$176.14 - $208.21 $2,818 - $3,331
-16 Reduced 0.75%
2,108 $436,000
Q3 2020

Nov 09, 2020
BUY
$164.39 - $185.0 $164 - $185
1 Added 0.05%
2,124 $374,000
Q2 2020

Aug 07, 2020
BUY
$124.34 - $175.42 $39,664 - $55,958
319 Added 17.68%
2,123 $348,000
Q4 2019

Jan 27, 2020
SELL
$162.13 - $178.73 $51,719 - $57,014
-319 Reduced 15.03%
1,804 $321,000
Q2 2019

Aug 07, 2019
BUY
N/A
2,123 New
2,123 $355,000

Others Institutions Holding VO

# of Institutions
2,017
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

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