SVWAG
Sound View Wealth Advisors Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
6,625
-388
| -6% | -$40.7K | 0.05% | 230 |
|
|
2025
Q1 | $692K | Buy |
7,013
+16
| +0.2% | +$1.58K | 0.06% | 219 |
|
|
2024
Q4 | $738K | Buy |
6,997
+28
| +0.4% | +$2.95K | 0.06% | 216 |
|
|
2024
Q3 | $736K | Buy |
6,969
+907
| +15% | +$95.8K | 0.06% | 217 |
|
|
2024
Q2 | $601K | Hold |
6,062
| – | – | 0.06% | 219 |
|
|
2024
Q1 | $624K | Sell |
6,062
-484
| -7% | -$49.9K | 0.07% | 217 |
|
|
2023
Q4 | $615K | Buy |
6,546
+261
| +4% | +$24.5K | 0.07% | 217 |
|
|
2023
Q3 | $531K | Buy |
6,285
+186
| +3% | +$15.7K | 0.07% | 210 |
|
|
2023
Q2 | $540K | Sell |
6,099
-5
| -0.1% | -$443 | 0.07% | 214 |
|
|
2023
Q1 | $517K | Sell |
6,104
-442
| -7% | -$37.4K | 0.07% | 210 |
|
|
2022
Q4 | $615K | Buy |
6,546
+4,916
| +302% | +$462K | 0.07% | 217 |
|
|
2022
Q3 | $242K | Sell |
1,630
-11
| -0.7% | -$1.63K | 0.05% | 239 |
|
|
2022
Q2 | $251K | Sell |
1,641
-46
| -3% | -$7.04K | 0.05% | 242 |
|
|
2022
Q1 | $307K | Sell |
1,687
-209
| -11% | -$38K | 0.06% | 238 |
|
|
2021
Q4 | $363K | Sell |
1,896
-1,873
| -50% | -$359K | 0.07% | 210 |
|
|
2021
Q3 | $671K | Sell |
3,769
-642
| -15% | -$114K | 0.14% | 144 |
|
|
2021
Q2 | $803K | Sell |
4,411
-9,777
| -69% | -$1.78M | 0.17% | 126 |
|
|
2021
Q1 | $2.5M | Buy |
14,188
+1,232
| +10% | +$217K | 0.58% | 48 |
|
|
2020
Q4 | $2.02M | Buy |
12,956
+516
| +4% | +$80.3K | 0.49% | 55 |
|
|
2020
Q3 | $1.56M | Buy |
12,440
+282
| +2% | +$35.4K | 0.41% | 65 |
|
|
2020
Q2 | $1.46M | Buy |
12,158
+2,558
| +27% | +$308K | 0.41% | 70 |
|
|
2020
Q1 | $934K | Sell |
9,600
-248
| -3% | -$24.1K | 0.32% | 83 |
|
|
2019
Q4 | $1.37M | Buy |
9,848
+4,018
| +69% | +$558K | 0.39% | 79 |
|
|
2019
Q3 | $761K | Buy |
5,830
+1,919
| +49% | +$250K | 0.23% | 105 |
|
|
2019
Q2 | $513K | Buy |
+3,911
| New | +$513K | 0.15% | 140 |
|