SVWAG
Sound View Wealth Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Sell |
38,596
-260
| -0.7% | -$148K | 1.62% | 12 |
|
|
2025
Q1 | $20M | Sell |
38,856
-810
| -2% | -$416K | 1.64% | 11 |
|
|
2024
Q4 | $21.4M | Buy |
39,666
+953
| +2% | +$513K | 1.72% | 12 |
|
|
2024
Q3 | $20.4M | Buy |
38,713
+6,283
| +19% | +$3.32M | 1.67% | 13 |
|
|
2024
Q2 | $16.2M | Buy |
32,430
+2,735
| +9% | +$1.37M | 1.67% | 11 |
|
|
2024
Q1 | $14.3M | Sell |
29,695
-2,184
| -7% | -$1.05M | 1.52% | 14 |
|
|
2023
Q4 | $13.9M | Buy |
31,879
+2,606
| +9% | +$1.14M | 1.54% | 12 |
|
|
2023
Q3 | $11.5M | Buy |
29,273
+2,697
| +10% | +$1.06M | 1.43% | 15 |
|
|
2023
Q2 | $10.8M | Buy |
26,576
+410
| +2% | +$167K | 1.42% | 14 |
|
|
2023
Q1 | $9.84M | Sell |
26,166
-5,713
| -18% | -$2.15M | 1.35% | 13 |
|
|
2022
Q4 | $13.9M | Buy |
31,879
+17,615
| +123% | +$7.69M | 1.54% | 12 |
|
|
2022
Q3 | $4.68M | Buy |
14,264
+132
| +0.9% | +$43.3K | 1.05% | 27 |
|
|
2022
Q2 | $4.9M | Buy |
14,132
+359
| +3% | +$125K | 1.03% | 29 |
|
|
2022
Q1 | $5.72M | Buy |
13,773
+607
| +5% | +$252K | 1.09% | 24 |
|
|
2021
Q4 | $5.75M | Buy |
13,166
+2,614
| +25% | +$1.14M | 1.09% | 22 |
|
|
2021
Q3 | $4.16M | Buy |
10,552
+532
| +5% | +$210K | 0.87% | 36 |
|
|
2021
Q2 | $3.94M | Buy |
10,020
+664
| +7% | +$261K | 0.83% | 38 |
|
|
2021
Q1 | $3.41M | Sell |
9,356
-83
| -0.9% | -$30.2K | 0.79% | 38 |
|
|
2020
Q4 | $3.24M | Buy |
9,439
+608
| +7% | +$209K | 0.79% | 37 |
|
|
2020
Q3 | $2.72M | Buy |
8,831
+115
| +1% | +$35.4K | 0.72% | 40 |
|
|
2020
Q2 | $2.47M | Buy |
8,716
+916
| +12% | +$260K | 0.7% | 45 |
|
|
2020
Q1 | $1.85M | Sell |
7,800
-481
| -6% | -$114K | 0.64% | 51 |
|
|
2019
Q4 | $2.45M | Buy |
8,281
+2,161
| +35% | +$639K | 0.69% | 47 |
|
|
2019
Q3 | $1.67M | Buy |
6,120
+479
| +8% | +$131K | 0.5% | 64 |
|
|
2019
Q2 | $1.52M | Buy |
+5,641
| New | +$1.52M | 0.45% | 67 |
|