SVWAG
Sound View Wealth Advisors Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
13,298
-1,319
| -9% | -$217K | 0.16% | 120 |
|
|
2025
Q1 | $2.35M | Sell |
14,617
-2,322
| -14% | -$373K | 0.19% | 110 |
|
|
2024
Q4 | $2.74M | Sell |
16,939
-1,019
| -6% | -$165K | 0.22% | 96 |
|
|
2024
Q3 | $3.01M | Buy |
17,958
+7,247
| +68% | +$1.22M | 0.25% | 93 |
|
|
2024
Q2 | $1.61M | Sell |
10,711
-3,131
| -23% | -$471K | 0.17% | 126 |
|
|
2024
Q1 | $2.16M | Sell |
13,842
-6,656
| -32% | -$1.04M | 0.23% | 103 |
|
|
2023
Q4 | $2.97M | Buy |
20,498
+1,866
| +10% | +$271K | 0.33% | 77 |
|
|
2023
Q3 | $2.44M | Buy |
18,632
+1,805
| +11% | +$236K | 0.3% | 82 |
|
|
2023
Q2 | $2.33M | Buy |
16,827
+579
| +4% | +$80.1K | 0.31% | 79 |
|
|
2023
Q1 | $2.18M | Sell |
16,248
-4,250
| -21% | -$570K | 0.3% | 80 |
|
|
2022
Q4 | $2.97M | Buy |
20,498
+16,192
| +376% | +$2.35M | 0.33% | 77 |
|
|
2022
Q3 | $524K | Buy |
4,306
+123
| +3% | +$15K | 0.12% | 156 |
|
|
2022
Q2 | $542K | Buy |
+4,183
| New | +$542K | 0.11% | 158 |
|