SVWAG
Sound View Wealth Advisors Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Buy |
77,341
+6,362
| +9% | +$1.93M | 1.74% | 9 |
|
|
2025
Q1 | $19.5M | Sell |
70,979
-4,419
| -6% | -$1.21M | 1.6% | 12 |
|
|
2024
Q4 | $21.9M | Buy |
75,398
+2,077
| +3% | +$602K | 1.76% | 10 |
|
|
2024
Q3 | $20.8M | Buy |
73,321
+21,113
| +40% | +$5.98M | 1.69% | 11 |
|
|
2024
Q2 | $14M | Buy |
52,208
+3,995
| +8% | +$1.07M | 1.44% | 15 |
|
|
2024
Q1 | $12.5M | Buy |
48,213
+15,027
| +45% | +$3.91M | 1.34% | 17 |
|
|
2023
Q4 | $7.87M | Buy |
33,186
+4,217
| +15% | +$1M | 0.87% | 29 |
|
|
2023
Q3 | $6.15M | Buy |
28,969
+86
| +0.3% | +$18.3K | 0.77% | 37 |
|
|
2023
Q2 | $6.36M | Sell |
28,883
-1,660
| -5% | -$366K | 0.83% | 32 |
|
|
2023
Q1 | $6.23M | Sell |
30,543
-2,643
| -8% | -$539K | 0.86% | 32 |
|
|
2022
Q4 | $7.87M | Buy |
33,186
+16,180
| +95% | +$3.84M | 0.87% | 29 |
|
|
2022
Q3 | $3.05M | Sell |
17,006
-35
| -0.2% | -$6.28K | 0.68% | 44 |
|
|
2022
Q2 | $3.21M | Buy |
17,041
+8,687
| +104% | +$1.64M | 0.67% | 42 |
|
|
2022
Q1 | $1.9M | Buy |
8,354
+5
| +0.1% | +$1.14K | 0.36% | 68 |
|
|
2021
Q4 | $2.02M | Buy |
8,349
+1,118
| +15% | +$270K | 0.38% | 64 |
|
|
2021
Q3 | $1.61M | Buy |
7,231
+2,060
| +40% | +$458K | 0.34% | 77 |
|
|
2021
Q2 | $1.15M | Buy |
5,171
+35
| +0.7% | +$7.8K | 0.24% | 102 |
|
|
2021
Q1 | $1.06M | Sell |
5,136
-9
| -0.2% | -$1.86K | 0.25% | 96 |
|
|
2020
Q4 | $1M | Buy |
5,145
+26
| +0.5% | +$5.06K | 0.24% | 98 |
|
|
2020
Q3 | $872K | Buy |
5,119
+1,486
| +41% | +$253K | 0.23% | 102 |
|
|
2020
Q2 | $569K | Buy |
3,633
+34
| +0.9% | +$5.33K | 0.16% | 123 |
|
|
2020
Q1 | $464K | Buy |
3,599
+1,807
| +101% | +$233K | 0.16% | 123 |
|
|
2019
Q4 | $293K | Sell |
1,792
-118
| -6% | -$19.3K | 0.08% | 194 |
|
|
2019
Q3 | $288K | Sell |
1,910
-669
| -26% | -$101K | 0.09% | 196 |
|
|
2019
Q2 | $387K | Buy |
+2,579
| New | +$387K | 0.11% | 162 |
|