Sound View Wealth Advisors Group, LLC Vanguard Mid Cap Value Index F 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 Mid Cap Value Index F stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 17,958 shares of VOE stock, worth $3.05 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
17,958
Previous 10,711 67.66%
Holding current value
$3.05 Million
Previous $1.61 Million 86.9%
% of portfolio
0.25%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$149.02 - $167.67 $1.08 Million - $1.22 Million
7,247 Added 67.66%
17,958 $3.01 Million
Q2 2024

Aug 05, 2024
SELL
$146.82 - $155.77 $459,693 - $487,715
-3,131 Reduced 22.62%
10,711 $1.61 Million
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
$122.51 - $142.75 $3,797 - $4,425
-31 Reduced 0.72%
4,275 $578,000
Q3 2022

Nov 08, 2022
BUY
$121.77 - $145.8 $14,977 - $17,933
123 Added 2.94%
4,306 $524,000
Q2 2022

Aug 05, 2022
BUY
$126.2 - $153.17 $527,894 - $640,710
4,183 New
4,183 $542,000

Others Institutions Holding VOE

# of Institutions
1,106
Shares Held
68.1M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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