Sound View Wealth Advisors Group, LLC Vanguard Total Stock Market Et 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 Total Stock Market Et stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 48,213 shares of VTI stock, worth $13 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

48,213

Previous 33,186 45.28%

Holding current value

$13 Million

Previous $7.87 Million 59.17%

% of portfolio

1.34%

Previous 0.87%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$232.77 - $260.14 $3.5 Million - $3.91 Million	15,027 Added 45.28%	48,213 $12.5 Million
Q4 2023 Feb 08, 2024	BUY	$203.12 - $238.25 $856,557 - $1 Million	4,217 Added 14.56%	33,186 $7.87 Million
Q3 2023 Nov 07, 2023	BUY	$211.41 - $228.35 $18,181 - $19,638	86 Added 0.3%	28,969 $6.15 Million
Q2 2023 Aug 08, 2023	SELL	$200.75 - $220.28 $333,245 - $365,664	-1,660 Reduced 5.43%	28,883 $6.36 Million
Q1 2023 May 12, 2023	BUY	$189.85 - $210.01 $2.69 Million - $2.97 Million	14,148 Added 86.29%	30,543 $6.23 Million

Q4 2022 Feb 08, 2023	SELL	$187.53 - $204.18 $114,580 - $124,753	-611 Reduced 3.59%	16,395 $3.13 Million
Q3 2022 Nov 08, 2022	SELL	N/A	-35 Reduced 0.21%	17,006 $3.05 Million
Q2 2022 Aug 05, 2022	BUY	N/A	8,687 Added 103.99%	17,041 $3.21 Million
Q1 2022 May 11, 2022	BUY	N/A	5 Added 0.06%	8,354 $1.9 Million
Q4 2021 Jan 20, 2022	BUY	N/A	1,118 Added 15.46%	8,349 $2.02 Million
Q3 2021 Oct 21, 2021	BUY	N/A	2,060 Added 39.84%	7,231 $1.61 Million
Q2 2021 Jul 21, 2021	BUY	N/A	35 Added 0.68%	5,171 $1.15 Million
Q1 2021 Apr 28, 2021	SELL	N/A	-9 Reduced 0.17%	5,136 $1.06 Million
Q4 2020 Feb 02, 2021	BUY	N/A	26 Added 0.51%	5,145 $1 Million
Q3 2020 Nov 09, 2020	BUY	N/A	1,486 Added 40.9%	5,119 $872,000
Q2 2020 Aug 07, 2020	BUY	N/A	34 Added 0.94%	3,633 $569,000
Q1 2020 May 12, 2020	BUY	N/A	1,807 Added 100.84%	3,599 $464,000
Q4 2019 Jan 27, 2020	SELL	N/A	-118 Reduced 6.18%	1,792 $293,000
Q3 2019 Nov 07, 2019	SELL	N/A	-669 Reduced 25.94%	1,910 $288,000
Q2 2019 Aug 07, 2019	BUY	N/A	2,579 New	2,579 $387,000

Others Institutions Holding VTI

# of Institutions

2,845

Shares Held

456M

Call Options Held

824K

Put Options Held

449K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Sound View Wealth Advisors Group, LLC Vanguard Total Stock Market Et Transaction History