Sound View Wealth Advisors Group, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.43 Billion
  • Q3 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,622 shares of IVOO stock, worth $719,149. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,622
Previous 6,625 0.05%
Holding current value
$719,149
Previous $695,000 5.04%
% of portfolio
0.05%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$105.03 - $112.54 $315 - $337
-3 Reduced 0.05%
6,622 $730,000
Q2 2025

Aug 07, 2025
SELL
$86.58 - $104.98 $33,593 - $40,732
-388 Reduced 5.53%
6,625 $695,000
Q1 2025

May 08, 2025
BUY
$96.85 - $111.39 $1,549 - $1,782
16 Added 0.23%
7,013 $692,000
Q4 2024

Feb 07, 2025
BUY
$104.52 - $115.08 $2,926 - $3,222
28 Added 0.4%
6,997 $738,000
Q3 2024

Nov 12, 2024
BUY
$97.05 - $106.1 $88,024 - $96,232
907 Added 14.96%
6,969 $736,000
Q1 2024

May 09, 2024
SELL
$90.9 - $103.01 $43,995 - $49,856
-484 Reduced 7.39%
6,062 $624,000
Q4 2023

Feb 08, 2024
BUY
$78.64 - $94.88 $20,525 - $24,763
261 Added 4.15%
6,546 $615,000
Q3 2023

Nov 07, 2023
BUY
$83.66 - $92.16 $15,560 - $17,141
186 Added 3.05%
6,285 $531,000
Q2 2023

Aug 08, 2023
SELL
$81.37 - $88.56 $406 - $442
-5 Reduced 0.08%
6,099 $540,000
Q1 2023

May 12, 2023
BUY
$80.26 - $183.76 $361,651 - $828,022
4,506 Added 281.98%
6,104 $516,000
Q4 2022

Feb 08, 2023
SELL
$75.71 - $174.3 $2,422 - $5,577
-32 Reduced 1.96%
1,598 $261,000
Q3 2022

Nov 08, 2022
SELL
$74.3 - $89.13 $817 - $980
-11 Reduced 0.67%
1,630 $242,000
Q2 2022

Aug 05, 2022
SELL
$74.48 - $91.47 $3,426 - $4,207
-46 Reduced 2.73%
1,641 $251,000
Q1 2022

May 11, 2022
SELL
$85.0 - $96.56 $17,765 - $20,181
-209 Reduced 11.02%
1,687 $307,000
Q4 2021

Jan 20, 2022
SELL
$89.97 - $98.34 $168,513 - $184,190
-1,873 Reduced 49.69%
1,896 $363,000
Q3 2021

Oct 21, 2021
SELL
$86.83 - $93.77 $55,744 - $60,200
-642 Reduced 14.55%
3,769 $671,000
Q2 2021

Jul 21, 2021
SELL
$88.32 - $93.52 $863,504 - $914,345
-9,777 Reduced 68.91%
4,411 $803,000
Q1 2021

Apr 28, 2021
BUY
$76.54 - $90.63 $94,297 - $111,656
1,232 Added 9.51%
14,188 $2.5 Million
Q4 2020

Feb 02, 2021
BUY
$63.55 - $78.08 $32,791 - $40,289
516 Added 4.15%
12,956 $2.02 Million
Q3 2020

Nov 09, 2020
BUY
$59.03 - $66.5 $16,646 - $18,753
282 Added 2.32%
12,440 $1.56 Million
Q2 2020

Aug 07, 2020
BUY
$45.16 - $65.83 $115,519 - $168,393
2,558 Added 26.65%
12,158 $1.46 Million
Q1 2020

May 12, 2020
SELL
$40.9 - $71.08 $10,143 - $17,627
-248 Reduced 2.52%
9,600 $934,000
Q4 2019

Jan 27, 2020
BUY
$62.78 - $69.63 $252,250 - $279,773
4,018 Added 68.92%
9,848 $1.37 Million
Q3 2019

Nov 07, 2019
BUY
$64.81 - $66.58 $124,370 - $127,767
1,919 Added 49.07%
5,830 $761,000
Q2 2019

Aug 07, 2019
BUY
N/A
3,911 New
3,911 $513,000

Others Institutions Holding IVOO

# of Institutions
309
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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