SOUND VIEW WEALTH ADVISORS GROUP, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$7.55M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.95% | -1.11K shares | -624K | $135.16 | 55.91K |
| Q2 2022 | share | Decrease | -0.53% | -301 shares | -1.11M | $143.47 | 57.02K |
| Q1 2022 | share | Decrease | -0.87% | -503 shares | -637K | $162.16 | 57.32K |
| Q4 2021 | share | Decrease | -9.04% | -5.74K shares | 167K | $171.55 | 57.82K |
| Q3 2021 | share | Decrease | -0.55% | -353 shares | -130K | $153.6 | 63.57K |
| Q2 2021 | share | Decrease | -1.04% | -673 shares | 394K | $154.1 | 63.92K |
| Q1 2021 | share | Increase | +0.06% | 41 shares | 387K | $145.78 | 64.59K |
| Q4 2020 | share | Increase | +0.52% | 332 shares | 851K | $139.42 | 64.55K |
| Q3 2020 | share | Increase | +3.53% | 2.18K shares | 993K | $126.46 | 64.22K |
| Q2 2020 | share | Increase | +45.39% | 19.36K shares | 2.85M | $114.68 | 62.03K |
| Q1 2020 | share | Increase | +17.57% | 6.37K shares | -112K | $100.66 | 42.67K |
| Q4 2019 | share | Increase | +20.78% | 6.24K shares | 931K | $120.82 | 36.29K |
| Q3 2019 | share | Increase | +21.89% | 5.39K shares | 754K | $115.33 | 30.04K |
| Q2 2019 | share | Increase | 0.00% | 24.65K shares | 2.83M | $110.56 | 24.65K |