Sound View Wealth Advisors Group, LLC Vanguard Mid Cap Value Index F Transaction History

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,842 shares of VOE stock, worth $2.07 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

13,842

Previous 20,498 32.47%

Holding current value

$2.07 Million

Previous $2.97 Million 27.39%

% of portfolio

0.23%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$141.07 - $155.91 $938,961 - $1.04 Million	-6,656 Reduced 32.47%	13,842 $2.16 Million
Q4 2023 Feb 08, 2024	BUY	$124.27 - $145.8 $231,887 - $272,062	1,866 Added 10.02%	20,498 $2.97 Million
Q3 2023 Nov 07, 2023	BUY	$130.77 - $144.24 $236,039 - $260,353	1,805 Added 10.73%	18,632 $2.44 Million
Q2 2023 Aug 08, 2023	BUY	$127.92 - $138.38 $74,065 - $80,122	579 Added 3.56%	16,827 $2.33 Million
Q1 2023 May 12, 2023	BUY	$126.74 - $147.12 $1.52 Million - $1.76 Million	11,973 Added 280.07%	16,248 $2.18 Million

Q4 2022 Feb 08, 2023	SELL	$132.21 - $142.75 $4,098 - $4,425	-31 Reduced 0.72%	4,275 $578,000
Q3 2022 Nov 08, 2022	BUY	N/A	123 Added 2.94%	4,306 $524,000
Q2 2022 Aug 05, 2022	BUY	N/A	4,183 New	4,183 $542,000

Others Institutions Holding VOE

# of Institutions

1,027

Shares Held

65.7M

Call Options Held

40.7K

Put Options Held

1.3K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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Sound View Wealth Advisors Group, LLC Vanguard Mid Cap Value Index F Transaction History