SOUND VIEW WEALTH ADVISORS GROUP, LLC – Vanguard 500 Index Fund Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$4.68M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.93% | 132 shares | -219K | $328.3 | 14.26K |
| Q2 2022 | share | Increase | +2.61% | 359 shares | -816K | $346.88 | 14.13K |
| Q1 2022 | share | Increase | +4.61% | 607 shares | -30K | $415.17 | 13.77K |
| Q4 2021 | share | Increase | +24.77% | 2.61K shares | 1.58M | $437.77 | 13.16K |
| Q3 2021 | share | Increase | +5.31% | 532 shares | 219K | $394.4 | 10.55K |
| Q2 2021 | share | Increase | +7.10% | 664 shares | 535K | $392.24 | 10.02K |
| Q1 2021 | share | Decrease | -0.88% | -83 shares | 164K | $361.88 | 9.35K |
| Q4 2020 | share | Increase | +6.88% | 608 shares | 527K | $340.23 | 9.43K |
| Q3 2020 | share | Increase | +1.32% | 115 shares | 247K | $303.31 | 8.83K |
| Q2 2020 | share | Increase | +11.74% | 916 shares | 623K | $278.24 | 8.71K |
| Q1 2020 | share | Decrease | -5.81% | -481 shares | -602K | $231.3 | 7.8K |
| Q4 2019 | share | Increase | +35.31% | 2.16K shares | 781K | $287.62 | 8.28K |
| Q3 2019 | share | Increase | +8.49% | 479 shares | 150K | $263.78 | 6.12K |
| Q2 2019 | share | Increase | 0.00% | 5.64K shares | 1.51M | $259.21 | 5.64K |