SVWAG
Sound View Wealth Advisors Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
1,942
-965
| -33% | -$229K | 0.03% | 277 |
|
|
2025
Q1 | $645K | Sell |
2,907
-808
| -22% | -$179K | 0.05% | 226 |
|
|
2024
Q4 | $893K | Sell |
3,715
-422
| -10% | -$101K | 0.07% | 194 |
|
|
2024
Q3 | $981K | Buy |
4,137
+213
| +5% | +$50.5K | 0.08% | 180 |
|
|
2024
Q2 | $856K | Sell |
3,924
-1,394
| -26% | -$304K | 0.09% | 172 |
|
|
2024
Q1 | $1.22M | Sell |
5,318
-319
| -6% | -$72.9K | 0.13% | 149 |
|
|
2023
Q4 | $1.2M | Buy |
5,637
+555
| +11% | +$118K | 0.13% | 144 |
|
|
2023
Q3 | $961K | Buy |
5,082
+614
| +14% | +$116K | 0.12% | 147 |
|
|
2023
Q2 | $889K | Buy |
4,468
+93
| +2% | +$18.5K | 0.12% | 160 |
|
|
2023
Q1 | $829K | Sell |
4,375
-1,262
| -22% | -$239K | 0.11% | 166 |
|
|
2022
Q4 | $1.2M | Buy |
5,637
+2,924
| +108% | +$624K | 0.13% | 144 |
|
|
2022
Q3 | $464K | Buy |
2,713
+6
| +0.2% | +$1.03K | 0.1% | 170 |
|
|
2022
Q2 | $477K | Sell |
2,707
-1,077
| -28% | -$190K | 0.1% | 170 |
|
|
2022
Q1 | $804K | Buy |
3,784
+241
| +7% | +$51.2K | 0.15% | 127 |
|
|
2021
Q4 | $801K | Buy |
3,543
+969
| +38% | +$219K | 0.15% | 137 |
|
|
2021
Q3 | $563K | Buy |
2,574
+177
| +7% | +$38.7K | 0.12% | 155 |
|
|
2021
Q2 | $540K | Buy |
2,397
+121
| +5% | +$27.3K | 0.11% | 163 |
|
|
2021
Q1 | $487K | Buy |
+2,276
| New | +$487K | 0.11% | 163 |
|
|
2019
Q3 | – | Sell |
-1,317
| Closed | -$206K | – | 248 |
|
|
2019
Q2 | $206K | Buy |
+1,317
| New | +$206K | 0.06% | 238 |
|