Soundmark Wealth Management, LLC Closed Holding Positions

Soundmark Wealth Management, LLC

  • $0
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q2 2022 Filed on Jul 11, 2022
4,003
$48.34 - $58.27 $194K - $233K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2022 Filed on Jul 11, 2022
4,340
$102.76 - $125.99 $446K - $547K
BKI
Black Knight, Inc.

Technology
Q1 2022 Filed on Apr 11, 2022
2,739
$53.12 - $81.51 $145K - $223K
ACN
Accenture PLC

Technology
Q4 2021 Filed on Jan 18, 2022
1,100
$319.49 - $415.42 $351K - $457K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Jan 18, 2022
5,233
$55.11 - $57.44 $288K - $301K
VTWG
Vanguard Russell 2000 Growth E

ETFs
Q4 2021 Filed on Jan 18, 2022
1,742
$203.6 - $238.24 $355K - $415K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q4 2021 Filed on Jan 18, 2022
45,823
$21.71 - $23.05 $995K - $1.06M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q4 2021 Filed on Jan 18, 2022
3,824
$78.32 - $80.26 $299K - $307K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Jan 18, 2022
1,672
$236.98 - $261.2 $396K - $437K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q4 2021 Filed on Jan 18, 2022
709
$428.64 - $477.48 $304K - $339K
INTC
Intel Corp

Technology
Q4 2021 Filed on Jan 18, 2022
6,243
$47.89 - $56.0 $299K - $350K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
5,744
$147.06 - $177.51 $845K - $1.02M
ICF
Ishares Tr

ETFs
Q4 2021 Filed on Jan 18, 2022
17,307
$65.59 - $76.08 $1.14M - $1.32M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2021 Filed on Jan 18, 2022
5,707
$103.36 - $113.35 $590K - $647K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q3 2021 Filed on Oct 13, 2021
577
$354.57 - $382.11 $205K - $220K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 13, 2021
1,400
$132.37 - $176.78 $185K - $247K
USB
Us Bancorp \De\

Financial Services
Q2 2021 Filed on Jul 13, 2021
3,635
$54.74 - $62.21 $199K - $226K
HFWA
Heritage Financial Corp

Financial Services
Q2 2021 Filed on Jul 13, 2021
7,619
$24.59 - $29.49 $187K - $225K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q2 2021 Filed on Jul 13, 2021
8,143
$25.18 - $26.17 $205K - $213K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2021 Filed on Jul 13, 2021
10,401
$31.06 - $33.61 $323K - $350K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q1 2021 Filed on Apr 14, 2021
1,275
$59.12 - $65.5 $75.4K - $83.5K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q1 2021 Filed on Apr 14, 2021
1,826
$59.19 - $67.11 $108K - $123K
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