SVWAG
Sound View Wealth Advisors Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
9,312
+32
| +0.3% | +$8.96K | 0.19% | 109 |
|
|
2025
Q1 | $2.4M | Sell |
9,280
-321
| -3% | -$83K | 0.2% | 106 |
|
|
2024
Q4 | $2.54M | Sell |
9,601
-159
| -2% | -$42K | 0.2% | 103 |
|
|
2024
Q3 | $2.57M | Buy |
9,760
+202
| +2% | +$53.3K | 0.21% | 111 |
|
|
2024
Q2 | $2.31M | Buy |
9,558
+111
| +1% | +$26.9K | 0.24% | 97 |
|
|
2024
Q1 | $2.36M | Sell |
9,447
-756
| -7% | -$189K | 0.25% | 96 |
|
|
2023
Q4 | $2.37M | Buy |
10,203
+1,742
| +21% | +$405K | 0.26% | 95 |
|
|
2023
Q3 | $1.76M | Buy |
8,461
+1,225
| +17% | +$255K | 0.22% | 101 |
|
|
2023
Q2 | $1.59M | Buy |
7,236
+344
| +5% | +$75.7K | 0.21% | 103 |
|
|
2023
Q1 | $1.45M | Sell |
6,892
-3,311
| -32% | -$698K | 0.2% | 112 |
|
|
2022
Q4 | $2.37M | Buy |
10,203
+5,514
| +118% | +$1.28M | 0.26% | 95 |
|
|
2022
Q3 | $882K | Sell |
4,689
-20
| -0.4% | -$3.76K | 0.2% | 113 |
|
|
2022
Q2 | $928K | Buy |
4,709
+584
| +14% | +$115K | 0.19% | 113 |
|
|
2022
Q1 | $981K | Buy |
4,125
+1,712
| +71% | +$407K | 0.19% | 113 |
|
|
2021
Q4 | $615K | Sell |
2,413
-87
| -3% | -$22.2K | 0.12% | 156 |
|
|
2021
Q3 | $592K | Hold |
2,500
| – | – | 0.12% | 151 |
|
|
2021
Q2 | $593K | Buy |
2,500
+392
| +19% | +$93K | 0.12% | 154 |
|
|
2021
Q1 | $467K | Hold |
2,108
| – | – | 0.11% | 166 |
|
|
2020
Q4 | $436K | Sell |
2,108
-16
| -0.8% | -$3.31K | 0.11% | 164 |
|
|
2020
Q3 | $374K | Buy |
2,124
+1
| +0% | +$176 | 0.1% | 172 |
|
|
2020
Q2 | $348K | Buy |
2,123
+319
| +18% | +$52.3K | 0.1% | 170 |
|
|
2020
Q1 | $238K | Hold |
1,804
| – | – | 0.08% | 189 |
|
|
2019
Q4 | $321K | Sell |
1,804
-319
| -15% | -$56.8K | 0.09% | 181 |
|
|
2019
Q3 | $356K | Hold |
2,123
| – | – | 0.11% | 168 |
|
|
2019
Q2 | $355K | Buy |
+2,123
| New | +$355K | 0.1% | 169 |
|