Sound View Wealth Advisors Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $4.23M | Buy |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $3.12M | Buy |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.96M | Sell |
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|
2021
Q3 | $1.9M | Sell |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.66M | Buy |
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