Sound View Wealth Advisors Group, LLC Vanguard Whitehall Fds (Vangua 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 Whitehall Fds (Vangua stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 60,529 shares of VYM stock, worth $7.69 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

60,529

Previous 51,446 17.66%

Holding current value

$7.69 Million

Previous $6.1 Million 27.18%

% of portfolio

0.64%

Previous 0.63%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $1.07 Million - $1.16 Million	9,083 Added 17.66%	60,529 $7.76 Million
Q2 2024 Aug 05, 2024	BUY	$114.71 - $121.51 $457,348 - $484,460	3,987 Added 8.4%	51,446 $6.1 Million
Q1 2024 May 09, 2024	SELL	$109.98 - $120.99 $177,397 - $195,156	-1,613 Reduced 3.29%	47,459 $5.74 Million
Q4 2023 Feb 08, 2024	BUY	$98.71 - $111.84 $784,448 - $888,792	7,947 Added 19.32%	49,072 $5.48 Million
Q3 2023 Nov 07, 2023	BUY	$103.32 - $110.34 $274,624 - $293,283	2,658 Added 6.91%	41,125 $4.25 Million
Q2 2023 Aug 08, 2023	SELL	$101.36 - $107.68 $292,727 - $310,979	-2,888 Reduced 6.98%	38,467 $4.08 Million
Q1 2023 May 12, 2023	BUY	$100.82 - $111.44 $1.36 Million - $1.5 Million	13,445 Added 48.17%	41,355 $4.36 Million
Q4 2022 Feb 08, 2023	BUY	$96.14 - $113.15 $523,963 - $616,667	5,450 Added 24.27%	27,910 $3.02 Million
Q3 2022 Nov 08, 2022	BUY	$94.88 - $110.28 $7,685 - $8,932	81 Added 0.36%	22,460 $2.13 Million
Q2 2022 Aug 05, 2022	BUY	$99.2 - $114.57 $295,417 - $341,189	2,978 Added 15.35%	22,379 $2.28 Million
Q1 2022 May 11, 2022	BUY	$107.24 - $115.01 $442,365 - $474,416	4,125 Added 27.0%	19,401 $2.18 Million
Q4 2021 Jan 20, 2022	BUY	$104.33 - $112.16 $427,335 - $459,407	4,096 Added 36.64%	15,276 $1.71 Million
Q3 2021 Oct 21, 2021	BUY	$102.3 - $108.36 $146,391 - $155,063	1,431 Added 14.68%	11,180 $1.16 Million
Q2 2021 Jul 21, 2021	BUY	$101.6 - $107.95 $250,037 - $265,664	2,461 Added 33.77%	9,749 $1.02 Million
Q1 2021 Apr 28, 2021	SELL	$90.4 - $101.83 $104,321 - $117,511	-1,154 Reduced 13.67%	7,288 $737,000
Q4 2020 Feb 02, 2021	BUY	$78.88 - $92.1 $149,398 - $174,437	1,894 Added 28.92%	8,442 $772,000
Q3 2020 Nov 09, 2020	BUY	$77.57 - $85.18 $18,306 - $20,102	236 Added 3.74%	6,548 $530,000
Q2 2020 Aug 07, 2020	SELL	$67.79 - $86.78 $74,297 - $95,110	-1,096 Reduced 14.79%	6,312 $497,000
Q1 2020 May 12, 2020	SELL	$60.97 - $94.78 $13,657 - $21,230	-224 Reduced 2.94%	7,408 $524,000
Q4 2019 Jan 27, 2020	BUY	$85.84 - $94.47 $121,721 - $133,958	1,418 Added 22.82%	7,632 $715,000
Q3 2019 Nov 07, 2019	BUY	$88.2 - $89.75 $51,332 - $52,234	582 Added 10.33%	6,214 $551,000
Q2 2019 Aug 07, 2019	BUY	N/A	5,632 New	5,632 $492,000

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Sound View Wealth Advisors Group, LLC Vanguard Whitehall Fds (Vangua Transaction History