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

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

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 70,979 shares of VTI stock, worth $21.9 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
70,979
Previous 75,398 5.86%
Holding current value
$21.9 Million
Previous $21.9 Million 10.73%
% of portfolio
1.62%
Previous 1.78%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$271.18 - $303.12 $1.2 Million - $1.34 Million
-4,419 Reduced 5.86%
70,979 $19.5 Million
Q4 2024

Feb 07, 2025
BUY
$280.04 - $302.45 $581,643 - $628,188
2,077 Added 2.83%
75,398 $21.9 Million
Q3 2024

Nov 12, 2024
BUY
$255.18 - $283.2 $5.39 Million - $5.98 Million
21,113 Added 40.44%
73,321 $20.8 Million
Q2 2024

Aug 05, 2024
BUY
$245.23 - $269.4 $979,693 - $1.08 Million
3,995 Added 8.29%
52,208 $14 Million
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
$179.3 - $204.18 $109,552 - $124,753
-611 Reduced 3.59%
16,395 $3.13 Million
Q3 2022

Nov 08, 2022
SELL
$179.47 - $216.24 $6,281 - $7,568
-35 Reduced 0.21%
17,006 $3.05 Million
Q2 2022

Aug 05, 2022
BUY
$183.02 - $230.52 $1.59 Million - $2 Million
8,687 Added 103.99%
17,041 $3.21 Million
Q1 2022

May 11, 2022
BUY
$209.9 - $242.97 $1,049 - $1,214
5 Added 0.06%
8,354 $1.9 Million
Q4 2021

Jan 20, 2022
BUY
$221.73 - $242.96 $247,894 - $271,629
1,118 Added 15.46%
8,349 $2.02 Million
Q3 2021

Oct 21, 2021
BUY
$219.23 - $234.37 $451,613 - $482,802
2,060 Added 39.84%
7,231 $1.61 Million
Q2 2021

Jul 21, 2021
BUY
$209.28 - $222.82 $7,324 - $7,798
35 Added 0.68%
5,171 $1.15 Million
Q1 2021

Apr 28, 2021
SELL
$191.87 - $208.85 $1,726 - $1,879
-9 Reduced 0.17%
5,136 $1.06 Million
Q4 2020

Feb 02, 2021
BUY
$166.99 - $194.64 $4,341 - $5,060
26 Added 0.51%
5,145 $1 Million
Q3 2020

Nov 09, 2020
BUY
$157.44 - $181.24 $233,955 - $269,322
1,486 Added 40.9%
5,119 $872,000
Q2 2020

Aug 07, 2020
BUY
$122.96 - $164.1 $4,180 - $5,579
34 Added 0.94%
3,633 $569,000
Q1 2020

May 12, 2020
BUY
$111.91 - $172.17 $202,221 - $311,111
1,807 Added 100.84%
3,599 $464,000
Q4 2019

Jan 27, 2020
SELL
$146.61 - $164.29 $17,299 - $19,386
-118 Reduced 6.18%
1,792 $293,000
Q3 2019

Nov 07, 2019
SELL
$150.3 - $153.62 $100,550 - $102,771
-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
3,503
Shares Held
528M
Call Options Held
1.09M
Put Options Held
724K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email