Sound View Wealth Advisors Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Sell |
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|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $893K | Sell |
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|
2024
Q3 | $981K | Buy |
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|
2024
Q2 | $856K | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $961K | Buy |
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|
2023
Q2 | $889K | Buy |
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|
2023
Q1 | $829K | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $804K | Buy |
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|
2021
Q4 | $801K | Buy |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $487K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $206K | Buy |
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