Sound View Wealth Advisors Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 39,666 shares of VOO stock, worth $22.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

39,666

Previous 38,713 2.46%

Holding current value

$22.2 Million

Previous $20.4 Million 4.63%

% of portfolio

1.74%

Previous 1.68%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$521.84 - $558.82 $497,313 - $532,555	953 Added 2.46%	39,666 $21.4 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $2.99 Million - $3.32 Million	6,283 Added 19.37%	38,713 $20.4 Million
Q2 2024 Aug 05, 2024	BUY	$455.1 - $504.28 $1.24 Million - $1.38 Million	2,735 Added 9.21%	32,430 $16.2 Million
Q1 2024 May 09, 2024	SELL	$429.43 - $481.35 $937,875 - $1.05 Million	-2,184 Reduced 6.85%	29,695 $14.3 Million
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $983,295 - $1.14 Million	2,606 Added 8.9%	31,879 $13.9 Million
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $1.06 Million - $1.13 Million	2,697 Added 10.15%	29,273 $11.5 Million
Q2 2023 Aug 08, 2023	BUY	$371.44 - $407.28 $152,290 - $166,984	410 Added 1.57%	26,576 $10.8 Million
Q1 2023 May 12, 2023	BUY	$348.66 - $382.94 $4.25 Million - $4.66 Million	12,179 Added 87.07%	26,166 $9.84 Million
Q4 2022 Feb 08, 2023	SELL	$327.64 - $374.54 $90,756 - $103,747	-277 Reduced 1.94%	13,987 $4.91 Million
Q3 2022 Nov 08, 2022	BUY	$328.3 - $395.04 $43,335 - $52,145	132 Added 0.93%	14,264 $4.68 Million
Q2 2022 Aug 05, 2022	BUY	$337.07 - $419.85 $121,008 - $150,726	359 Added 2.61%	14,132 $4.9 Million
Q1 2022 May 11, 2022	BUY	$382.7 - $439.25 $232,298 - $266,624	607 Added 4.61%	13,773 $5.72 Million
Q4 2021 Jan 20, 2022	BUY	$394.21 - $439.01 $1.03 Million - $1.15 Million	2,614 Added 24.77%	13,166 $5.75 Million
Q3 2021 Oct 21, 2021	BUY	$390.68 - $416.73 $207,841 - $221,700	532 Added 5.31%	10,552 $4.16 Million
Q2 2021 Jul 21, 2021	BUY	$368.16 - $394.32 $244,458 - $261,828	664 Added 7.1%	10,020 $3.94 Million
Q1 2021 Apr 28, 2021	SELL	$339.03 - $365.24 $28,139 - $30,314	-83 Reduced 0.88%	9,356 $3.41 Million
Q4 2020 Feb 02, 2021	BUY	$299.82 - $343.69 $182,290 - $208,963	608 Added 6.88%	9,439 $3.24 Million
Q3 2020 Nov 09, 2020	BUY	$285.37 - $328.74 $32,817 - $37,805	115 Added 1.32%	8,831 $2.72 Million
Q2 2020 Aug 07, 2020	BUY	$226.15 - $297.17 $207,153 - $272,207	916 Added 11.74%	8,716 $2.47 Million
Q1 2020 May 12, 2020	SELL	$204.27 - $310.92 $98,253 - $149,552	-481 Reduced 5.81%	7,800 $1.85 Million
Q4 2019 Jan 27, 2020	BUY	$264.57 - $296.67 $571,735 - $641,103	2,161 Added 35.31%	8,281 $2.45 Million
Q3 2019 Nov 07, 2019	BUY	$260.57 - $277.38 $124,813 - $132,865	479 Added 8.49%	6,120 $1.67 Million
Q2 2019 Aug 07, 2019	BUY	$252.12 - $271.73 $1.42 Million - $1.53 Million	5,641 New	5,641 $1.52 Million

Others Institutions Holding VOO

# of Institutions

3,436

Shares Held

464M

Call Options Held

2.12M

Put Options Held

2.65M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History