SOUND VIEW WEALTH ADVISORS GROUP, LLC – Vanguard S&P Mid-Cap 400 Index Fund Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$242,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-2.96%
quarter
Vanguard S&P Mid-Cap 400 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.67% | -11 shares | -9K | $148.6 | 1.63K |
| Q2 2022 | share | Decrease | -2.73% | -46 shares | -56K | $153.13 | 1.64K |
| Q1 2022 | share | Decrease | -11.02% | -209 shares | -56K | $181.81 | 1.68K |
| Q4 2021 | share | Decrease | -49.69% | -1.87K shares | -308K | $191.28 | 1.89K |
| Q3 2021 | share | Decrease | -14.55% | -642 shares | -132K | $178.13 | 3.76K |
| Q2 2021 | share | Decrease | -68.91% | -9.77K shares | -1.70M | $181.35 | 4.41K |
| Q1 2021 | share | Increase | +9.51% | 1.23K shares | 489K | $175.39 | 14.18K |
| Q4 2020 | share | Increase | +4.15% | 516 shares | 453K | $154.33 | 12.95K |
| Q3 2020 | share | Increase | +2.32% | 282 shares | 100K | $123.93 | 12.44K |
| Q2 2020 | share | Increase | +26.65% | 2.55K shares | 528K | $118.33 | 12.15K |
| Q1 2020 | share | Decrease | -2.52% | -248 shares | -434K | $95.37 | 9.6K |
| Q4 2019 | share | Increase | +68.92% | 4.01K shares | 607K | $135.87 | 9.84K |
| Q3 2019 | share | Increase | +49.07% | 1.91K shares | 248K | $126.97 | 5.83K |
| Q2 2019 | share | Increase | 0.00% | 3.91K shares | 513K | $127.15 | 3.91K |