SVWAG
Sound View Wealth Advisors Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
9,289
-162
| -2% | -$71K | 0.3% | 79 |
|
|
2025
Q1 | $3.5M | Sell |
9,451
-853
| -8% | -$316K | 0.29% | 78 |
|
|
2024
Q4 | $4.23M | Buy |
10,304
+919
| +10% | +$377K | 0.34% | 65 |
|
|
2024
Q3 | $3.6M | Buy |
9,385
+1,071
| +13% | +$411K | 0.29% | 79 |
|
|
2024
Q2 | $3.11M | Buy |
8,314
+150
| +2% | +$56.1K | 0.32% | 71 |
|
|
2024
Q1 | $2.81M | Sell |
8,164
-1,866
| -19% | -$642K | 0.3% | 77 |
|
|
2023
Q4 | $3.12M | Buy |
10,030
+735
| +8% | +$228K | 0.34% | 72 |
|
|
2023
Q3 | $2.53M | Buy |
9,295
+517
| +6% | +$141K | 0.31% | 78 |
|
|
2023
Q2 | $2.48M | Sell |
8,778
-283
| -3% | -$80.1K | 0.33% | 71 |
|
|
2023
Q1 | $2.26M | Sell |
9,061
-969
| -10% | -$242K | 0.31% | 79 |
|
|
2022
Q4 | $3.12M | Buy |
10,030
+4,448
| +80% | +$1.38M | 0.34% | 72 |
|
|
2022
Q3 | $1.19M | Sell |
5,582
-240
| -4% | -$51.3K | 0.27% | 95 |
|
|
2022
Q2 | $1.3M | Sell |
5,822
-325
| -5% | -$72.5K | 0.27% | 92 |
|
|
2022
Q1 | $1.77M | Buy |
6,147
+43
| +0.7% | +$12.4K | 0.34% | 79 |
|
|
2021
Q4 | $1.96M | Sell |
6,104
-446
| -7% | -$143K | 0.37% | 67 |
|
|
2021
Q3 | $1.9M | Sell |
6,550
-20
| -0.3% | -$5.81K | 0.4% | 60 |
|
|
2021
Q2 | $1.88M | Sell |
6,570
-143
| -2% | -$41K | 0.4% | 65 |
|
|
2021
Q1 | $1.73M | Sell |
6,713
-12
| -0.2% | -$3.08K | 0.4% | 70 |
|
|
2020
Q4 | $1.7M | Buy |
6,725
+12
| +0.2% | +$3.04K | 0.42% | 64 |
|
|
2020
Q3 | $1.53M | Sell |
6,713
-37
| -0.5% | -$8.42K | 0.4% | 68 |
|
|
2020
Q2 | $1.36M | Sell |
6,750
-736
| -10% | -$149K | 0.38% | 74 |
|
|
2020
Q1 | $1.17M | Sell |
7,486
-608
| -8% | -$95.3K | 0.41% | 73 |
|
|
2019
Q4 | $1.48M | Sell |
8,094
-818
| -9% | -$149K | 0.42% | 72 |
|
|
2019
Q3 | $1.48M | Sell |
8,912
-1,271
| -12% | -$211K | 0.44% | 71 |
|
|
2019
Q2 | $1.66M | Buy |
+10,183
| New | +$1.66M | 0.49% | 63 |
|