A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,915 shares of VTWO stock, worth $263,428. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,915
Previous 2,927 0.41%
Holding current value
$263,428
Previous $239,000 8.79%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$81.17 - $90.77 $974 - $1,089
-12 Reduced 0.41%
2,915 $260,000
Q2 2024

Aug 05, 2024

BUY
$77.95 - $84.63 $935 - $1,015
12 Added 0.41%
2,927 $239,000
Q4 2023

Feb 08, 2024

SELL
$65.62 - $82.7 $25,591 - $32,253
-390 Reduced 11.8%
2,915 $236,000
Q3 2023

Nov 07, 2023

SELL
$70.52 - $80.31 $5,782 - $6,585
-82 Reduced 2.42%
3,305 $236,000
Q2 2023

Aug 08, 2023

SELL
$68.85 - $76.12 $3,304 - $3,653
-48 Reduced 1.4%
3,387 $256,000
Q1 2023

May 12, 2023

BUY
$68.74 - $80.05 $236,121 - $274,971
3,435 New
3,435 $247,000
Q2 2022

Aug 05, 2022

SELL
$66.31 - $83.95 $19,030 - $24,093
-287 Reduced 7.08%
3,764 $257,000
Q1 2022

May 11, 2022

SELL
$77.21 - $90.84 $167,236 - $196,759
-2,166 Reduced 34.84%
4,051 $336,000
Q4 2021

Jan 20, 2022

BUY
$85.49 - $98.01 $41,890 - $48,024
490 Added 8.56%
6,217 $558,000
Q3 2021

Oct 21, 2021

BUY
$85.46 - $93.4 $9,144 - $9,993
107 Added 1.9%
5,727 $506,000
Q2 2021

Jul 21, 2021

BUY
$85.6 - $94.02 $341,372 - $374,951
3,988 Added 244.36%
5,620 $520,000
Q1 2021

Apr 28, 2021

BUY
$77.99 - $94.68 $127,279 - $154,517
1,632 New
1,632 $291,000

Others Institutions Holding VTWO

About VANGUARD RUSSELL 2000 ETF


  • Ticker VTWO
  • Sector ETFs
  • Industry ETFs
More about VTWO
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.