Sound View Wealth Advisors Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.36M | Sell |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $882K | Sell |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $981K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $592K | Hold |
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|
2021
Q2 | $593K | Buy |
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|
2021
Q1 | $467K | Hold |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $238K | Hold |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $356K | Hold |
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|
2019
Q2 | $355K | Buy |
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