Sound View Wealth Advisors Group, LLC Vanguard Mid Cap ETF 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 Mid Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,601 shares of VO stock, worth $2.65 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,601

Previous 9,760 1.63%

Holding current value

$2.65 Million

Previous $2.57 Million 1.52%

% of portfolio

0.21%

Previous 0.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$261.5 - $284.63 $41,578 - $45,256	-159 Reduced 1.63%	9,601 $2.54 Million
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $48,043 - $53,293	202 Added 2.11%	9,760 $2.57 Million
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

2,217

Shares Held

185M

Call Options Held

52.1K

Put Options Held

9.6K

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About VANGUARD MID-CAP ETF

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