SVWAG
Sound View Wealth Advisors Group’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
3,624
+94
| +3% | +$41.8K | 0.12% | 141 |
|
|
2025
Q1 | $1.71M | Buy |
3,530
+94
| +3% | +$45.6K | 0.14% | 130 |
|
|
2024
Q4 | $1.38M | Buy |
3,436
+136
| +4% | +$54.8K | 0.11% | 153 |
|
|
2024
Q3 | $1.53M | Buy |
3,300
+320
| +11% | +$149K | 0.13% | 143 |
|
|
2024
Q2 | $1.4M | Sell |
2,980
-51
| -2% | -$23.9K | 0.14% | 133 |
|
|
2024
Q1 | $1.27M | Sell |
3,031
-182
| -6% | -$76.1K | 0.14% | 146 |
|
|
2023
Q4 | $1.31M | Sell |
3,213
-74
| -2% | -$30.1K | 0.14% | 138 |
|
|
2023
Q3 | $1.14M | Buy |
3,287
+226
| +7% | +$78.6K | 0.14% | 134 |
|
|
2023
Q2 | $1.08M | Sell |
3,061
-263
| -8% | -$92.6K | 0.14% | 138 |
|
|
2023
Q1 | $1.05M | Buy |
3,324
+111
| +3% | +$35K | 0.14% | 135 |
|
|
2022
Q4 | $1.31M | Buy |
3,213
+931
| +41% | +$379K | 0.14% | 138 |
|
|
2022
Q3 | $661K | Buy |
2,282
+38
| +2% | +$11K | 0.15% | 132 |
|
|
2022
Q2 | $632K | Sell |
2,244
-757
| -25% | -$213K | 0.13% | 144 |
|
|
2022
Q1 | $783K | Sell |
3,001
-49
| -2% | -$12.8K | 0.15% | 131 |
|
|
2021
Q4 | $670K | Buy |
3,050
+194
| +7% | +$42.6K | 0.13% | 148 |
|
|
2021
Q3 | $518K | Buy |
2,856
+454
| +19% | +$82.3K | 0.11% | 164 |
|
|
2021
Q2 | $484K | Buy |
2,402
+1,096
| +84% | +$221K | 0.1% | 179 |
|
|
2021
Q1 | $281K | Buy |
1,306
+160
| +14% | +$34.4K | 0.07% | 229 |
|
|
2020
Q4 | $271K | Buy |
1,146
+134
| +13% | +$31.7K | 0.07% | 215 |
|
|
2020
Q3 | $275K | Buy |
1,012
+11
| +1% | +$2.99K | 0.07% | 202 |
|
|
2020
Q2 | $291K | Buy |
1,001
+94
| +10% | +$27.3K | 0.08% | 192 |
|
|
2020
Q1 | $216K | Buy |
+907
| New | +$216K | 0.07% | 200 |
|