Sound View Wealth Advisors Group, LLC Vanguard Growth 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 Growth ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 10,304 shares of VUG stock, worth $4.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

10,304

Previous 9,385 9.79%

Holding current value

$4.2 Million

Previous $3.6 Million 17.37%

% of portfolio

0.34%

Previous 0.3%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$378.79 - $428.11 $348,108 - $393,433	919 Added 9.79%	10,304 $4.23 Million
Q3 2024 Nov 12, 2024	BUY	$341.08 - $391.94 $365,296 - $419,767	1,071 Added 12.88%	9,385 $3.6 Million
Q2 2024 Aug 05, 2024	BUY	$322.46 - $377.11 $48,369 - $56,566	150 Added 1.84%	8,314 $3.11 Million
Q1 2024 May 09, 2024	SELL	$301.05 - $346.61 $561,759 - $646,774	-1,866 Reduced 18.6%	8,164 $2.81 Million
Q4 2023 Feb 08, 2024	BUY	$261.54 - $312.16 $192,231 - $229,437	735 Added 7.91%	10,030 $3.12 Million
Q3 2023 Nov 07, 2023	BUY	$269.56 - $293.5 $139,362 - $151,739	517 Added 5.89%	9,295 $2.53 Million
Q2 2023 Aug 08, 2023	SELL	$243.06 - $282.96 $68,785 - $80,077	-283 Reduced 3.12%	8,778 $2.48 Million
Q1 2023 May 12, 2023	BUY	$209.25 - $249.44 $698,476 - $832,630	3,338 Added 58.33%	9,061 $2.26 Million
Q4 2022 Feb 08, 2023	BUY	$208.44 - $233.81 $29,390 - $32,967	141 Added 2.53%	5,723 $1.22 Million
Q3 2022 Nov 08, 2022	SELL	$213.95 - $266.28 $51,348 - $63,907	-240 Reduced 4.12%	5,582 $1.19 Million
Q2 2022 Aug 05, 2022	SELL	$214.97 - $293.87 $69,865 - $95,507	-325 Reduced 5.29%	5,822 $1.3 Million
Q1 2022 May 11, 2022	BUY	$254.37 - $323.09 $10,937 - $13,892	43 Added 0.7%	6,147 $1.77 Million
Q4 2021 Jan 20, 2022	SELL	$287.0 - $325.67 $128,002 - $145,248	-446 Reduced 6.81%	6,104 $1.96 Million
Q3 2021 Oct 21, 2021	SELL	$286.49 - $308.98 $5,729 - $6,179	-20 Reduced 0.3%	6,550 $1.9 Million
Q2 2021 Jul 21, 2021	SELL	$257.69 - $287.23 $36,849 - $41,073	-143 Reduced 2.13%	6,570 $1.88 Million
Q1 2021 Apr 28, 2021	SELL	$243.15 - $268.9 $2,917 - $3,226	-12 Reduced 0.18%	6,713 $1.73 Million
Q4 2020 Feb 02, 2021	BUY	$220.77 - $253.46 $2,649 - $3,041	12 Added 0.18%	6,725 $1.7 Million
Q3 2020 Nov 09, 2020	SELL	$204.41 - $245.48 $7,563 - $9,082	-37 Reduced 0.55%	6,713 $1.53 Million
Q2 2020 Aug 07, 2020	SELL	$149.64 - $204.01 $110,135 - $150,151	-736 Reduced 9.83%	6,750 $1.36 Million
Q1 2020 May 12, 2020	SELL	$137.53 - $201.6 $83,618 - $122,572	-608 Reduced 7.51%	7,486 $1.17 Million
Q4 2019 Jan 27, 2020	SELL	$161.84 - $183.14 $132,385 - $149,808	-818 Reduced 9.18%	8,094 $1.48 Million
Q3 2019 Nov 07, 2019	SELL	$165.21 - $169.18 $209,981 - $215,027	-1,271 Reduced 12.48%	8,912 $1.48 Million
Q2 2019 Aug 07, 2019	BUY	N/A	10,183 New	10,183 $1.66 Million

Others Institutions Holding VUG

# of Institutions

2,657

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Vanguard Growth ETF Transaction History