Sound View Wealth Advisors Group, LLC Vanguard Whitehall Fds (Vangua 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 Whitehall Fds (Vangua stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 65,492 shares of VYM stock, worth $8.78 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
65,492
Previous 60,529 8.2%
Holding current value
$8.78 Million
Previous $7.76 Million 7.69%
% of portfolio
0.68%
Previous 0.64%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$126.68 - $134.74 $628,712 - $668,714
4,963 Added 8.2%
65,492 $8.36 Million
Q3 2024

Nov 12, 2024
BUY
$117.9 - $128.2 $1.07 Million - $1.16 Million
9,083 Added 17.66%
60,529 $7.76 Million
Q2 2024

Aug 05, 2024
BUY
$114.71 - $121.51 $457,348 - $484,460
3,987 Added 8.4%
51,446 $6.1 Million
Q1 2024

May 09, 2024
SELL
$109.98 - $120.99 $177,397 - $195,156
-1,613 Reduced 3.29%
47,459 $5.74 Million
Q4 2023

Feb 08, 2024
BUY
$98.71 - $111.84 $784,448 - $888,792
7,947 Added 19.32%
49,072 $5.48 Million
Q3 2023

Nov 07, 2023
BUY
$103.32 - $110.34 $274,624 - $293,283
2,658 Added 6.91%
41,125 $4.25 Million
Q2 2023

Aug 08, 2023
SELL
$101.36 - $107.68 $292,727 - $310,979
-2,888 Reduced 6.98%
38,467 $4.08 Million
Q1 2023

May 12, 2023
BUY
$100.82 - $111.44 $1.36 Million - $1.5 Million
13,445 Added 48.17%
41,355 $4.36 Million
Q4 2022

Feb 08, 2023
BUY
$96.14 - $113.15 $523,963 - $616,667
5,450 Added 24.27%
27,910 $3.02 Million
Q3 2022

Nov 08, 2022
BUY
$94.88 - $110.28 $7,685 - $8,932
81 Added 0.36%
22,460 $2.13 Million
Q2 2022

Aug 05, 2022
BUY
$99.2 - $114.57 $295,417 - $341,189
2,978 Added 15.35%
22,379 $2.28 Million
Q1 2022

May 11, 2022
BUY
$107.24 - $115.01 $442,365 - $474,416
4,125 Added 27.0%
19,401 $2.18 Million
Q4 2021

Jan 20, 2022
BUY
$104.33 - $112.16 $427,335 - $459,407
4,096 Added 36.64%
15,276 $1.71 Million
Q3 2021

Oct 21, 2021
BUY
$102.3 - $108.36 $146,391 - $155,063
1,431 Added 14.68%
11,180 $1.16 Million
Q2 2021

Jul 21, 2021
BUY
$101.6 - $107.95 $250,037 - $265,664
2,461 Added 33.77%
9,749 $1.02 Million
Q1 2021

Apr 28, 2021
SELL
$90.4 - $101.83 $104,321 - $117,511
-1,154 Reduced 13.67%
7,288 $737,000
Q4 2020

Feb 02, 2021
BUY
$78.88 - $92.1 $149,398 - $174,437
1,894 Added 28.92%
8,442 $772,000
Q3 2020

Nov 09, 2020
BUY
$77.57 - $85.18 $18,306 - $20,102
236 Added 3.74%
6,548 $530,000
Q2 2020

Aug 07, 2020
SELL
$67.79 - $86.78 $74,297 - $95,110
-1,096 Reduced 14.79%
6,312 $497,000
Q1 2020

May 12, 2020
SELL
$60.97 - $94.78 $13,657 - $21,230
-224 Reduced 2.94%
7,408 $524,000
Q4 2019

Jan 27, 2020
BUY
$85.84 - $94.47 $121,721 - $133,958
1,418 Added 22.82%
7,632 $715,000
Q3 2019

Nov 07, 2019
BUY
$88.2 - $89.75 $51,332 - $52,234
582 Added 10.33%
6,214 $551,000
Q2 2019

Aug 07, 2019
BUY
N/A
5,632 New
5,632 $492,000

Others Institutions Holding VYM

# of Institutions
1,947
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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