Sound View Wealth Advisors Group, LLC Vanguard Dividend Appreciation Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 87,863 shares of VIG stock, worth $16 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
87,863
Previous 87,596 0.3%
Holding current value
$16 Million
Previous $16 Million 0.31%
% of portfolio
1.09%
Previous 1.11%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
267 Added 0.3%
87,863 $16 Million
Q3 2025

Nov 10, 2025
SELL
N/A
-373 Reduced 0.42%
87,596 $16 Million
Q2 2025

Aug 07, 2025
SELL
N/A
-3,629 Reduced 3.96%
87,969 $16 Million
Q1 2025

May 08, 2025
SELL
N/A
-1,448 Reduced 1.56%
91,598 $16.7 Million
Q4 2024

Feb 07, 2025
BUY
N/A
1,337 Added 1.46%
93,046 $16.9 Million
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $1.3 Million - $1.3 Million
7,120 Added 8.42%
91,709 $16.7 Million
Q2 2024

Aug 05, 2024
SELL
$173.33 - $185.29 $186,849 - $199,742
-1,078 Reduced 1.26%
84,589 $15.4 Million
Q1 2024

May 09, 2024
SELL
$168.47 - $182.98 $829,714 - $901,176
-4,925 Reduced 5.44%
85,667 $15.6 Million
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $724,972 - $826,360
4,828 Added 5.63%
90,592 $15.4 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $985,886 - $1.06 Million
6,345 Added 7.99%
85,764 $13.3 Million
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $112,569 - $119,710
-737 Reduced 0.92%
79,419 $12.9 Million
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $3.74 Million - $4.03 Million
25,422 Added 46.45%
80,156 $12.3 Million
Q4 2022

Feb 08, 2023
SELL
$144.84 - $158.71 $170,476 - $186,801
-1,177 Reduced 2.11%
54,734 $8.31 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-1,111 Reduced 1.95%
55,911 $7.56 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-301 Reduced 0.53%
57,022 $8.18 Million
Q1 2022

May 11, 2022
SELL
N/A
-503 Reduced 0.87%
57,323 $9.3 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-5,746 Reduced 9.04%
57,826 $9.93 Million
Q3 2021

Oct 21, 2021
SELL
N/A
-353 Reduced 0.55%
63,572 $9.77 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-673 Reduced 1.04%
63,925 $9.9 Million
Q1 2021

Apr 28, 2021
BUY
N/A
41 Added 0.06%
64,598 $9.5 Million
Q4 2020

Feb 02, 2021
BUY
N/A
332 Added 0.52%
64,557 $9.11 Million
Q3 2020

Nov 09, 2020
BUY
N/A
2,188 Added 3.53%
64,225 $8.26 Million
Q2 2020

Aug 07, 2020
BUY
N/A
19,367 Added 45.39%
62,037 $7.27 Million
Q1 2020

May 12, 2020
BUY
N/A
6,378 Added 17.57%
42,670 $4.41 Million
Q4 2019

Jan 27, 2020
BUY
N/A
6,243 Added 20.78%
36,292 $4.52 Million
Q3 2019

Nov 07, 2019
BUY
N/A
5,397 Added 21.89%
30,049 $3.59 Million
Q2 2019

Aug 07, 2019
BUY
N/A
24,652 New
24,652 $2.84 Million

Others Institutions Holding VIG

# of Institutions
2,668
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email