SVWAG
Sound View Wealth Advisors Group’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,763
-816
| -32% | -$104K | 0.02% | 387 |
|
|
2025
Q1 | $308K | Sell |
2,579
-609
| -19% | -$72.8K | 0.03% | 325 |
|
|
2024
Q4 | $376K | Sell |
3,188
-622
| -16% | -$73.4K | 0.03% | 303 |
|
|
2024
Q3 | $419K | Buy |
3,810
+79
| +2% | +$8.68K | 0.03% | 285 |
|
|
2024
Q2 | $373K | Sell |
3,731
-1,987
| -35% | -$198K | 0.04% | 271 |
|
|
2024
Q1 | $585K | Sell |
5,718
-1,933
| -25% | -$198K | 0.06% | 222 |
|
|
2023
Q4 | $706K | Sell |
7,651
-2,766
| -27% | -$255K | 0.08% | 198 |
|
|
2023
Q3 | $837K | Buy |
10,417
+195
| +2% | +$15.7K | 0.1% | 163 |
|
|
2023
Q2 | $830K | Sell |
10,222
-1,727
| -14% | -$140K | 0.11% | 170 |
|
|
2023
Q1 | $931K | Buy |
11,949
+4,298
| +56% | +$335K | 0.13% | 156 |
|
|
2022
Q4 | $706K | Buy |
7,651
+1,663
| +28% | +$153K | 0.08% | 198 |
|
|
2022
Q3 | $446K | Buy |
5,988
+127
| +2% | +$9.46K | 0.1% | 175 |
|
|
2022
Q2 | $452K | Buy |
5,861
+420
| +8% | +$32.4K | 0.09% | 179 |
|
|
2022
Q1 | $508K | Buy |
5,441
+604
| +12% | +$56.4K | 0.1% | 173 |
|
|
2021
Q4 | $467K | Buy |
+4,837
| New | +$467K | 0.09% | 185 |
|