Sound View Wealth Advisors Group, LLC Vanguard Mid Cap Value Index F 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 Mid Cap Value Index F stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,023 shares of VOE stock, worth $2.26 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,023

Previous 13,298 2.07%

Holding current value

$2.26 Million

Previous $2.19 Million 3.98%

% of portfolio

0.16%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$164.63 - $174.58 $45,273 - $48,009	-275 Reduced 2.07%	13,023 $2.27 Million
Q2 2025 Aug 07, 2025	SELL	$141.87 - $164.49 $187,126 - $216,962	-1,319 Reduced 9.02%	13,298 $2.19 Million
Q1 2025 May 08, 2025	SELL	$156.61 - $168.02 $363,648 - $390,142	-2,322 Reduced 13.71%	14,617 $2.35 Million
Q4 2024 Feb 07, 2025	SELL	$160.89 - $176.18 $163,946 - $179,527	-1,019 Reduced 5.67%	16,939 $2.74 Million
Q3 2024 Nov 12, 2024	BUY	$149.02 - $167.67 $1.08 Million - $1.22 Million	7,247 Added 67.66%	17,958 $3.01 Million

Q2 2024 Aug 05, 2024	SELL	$146.82 - $155.77 $459,693 - $487,715	-3,131 Reduced 22.62%	10,711 $1.61 Million
Q1 2024 May 09, 2024	SELL	$141.07 - $155.91 $938,961 - $1.04 Million	-6,656 Reduced 32.47%	13,842 $2.16 Million
Q4 2023 Feb 08, 2024	BUY	$124.27 - $145.8 $231,887 - $272,062	1,866 Added 10.02%	20,498 $2.97 Million
Q3 2023 Nov 07, 2023	BUY	$130.77 - $144.24 $236,039 - $260,353	1,805 Added 10.73%	18,632 $2.44 Million
Q2 2023 Aug 08, 2023	BUY	$127.92 - $138.38 $74,065 - $80,122	579 Added 3.56%	16,827 $2.33 Million
Q1 2023 May 12, 2023	BUY	$126.74 - $147.12 $1.52 Million - $1.76 Million	11,973 Added 280.07%	16,248 $2.18 Million
Q4 2022 Feb 08, 2023	SELL	$122.51 - $142.75 $3,797 - $4,425	-31 Reduced 0.72%	4,275 $578,000
Q3 2022 Nov 08, 2022	BUY	$121.77 - $145.8 $14,977 - $17,933	123 Added 2.94%	4,306 $524,000
Q2 2022 Aug 05, 2022	BUY	$126.2 - $153.17 $527,894 - $640,710	4,183 New	4,183 $542,000

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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Sound View Wealth Advisors Group, LLC Vanguard Mid Cap Value Index F Transaction History