SVWAG
Sound View Wealth Advisors Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
21,412
-1,402
| -6% | -$141K | 0.16% | 124 |
|
|
2025
Q1 | $2.33M | Sell |
22,814
-1,095
| -5% | -$112K | 0.19% | 111 |
|
|
2024
Q4 | $2.38M | Sell |
23,909
-142
| -0.6% | -$14.1K | 0.19% | 108 |
|
|
2024
Q3 | $2.57M | Buy |
24,051
+1,247
| +5% | +$133K | 0.21% | 112 |
|
|
2024
Q2 | $2.19M | Sell |
22,804
-709
| -3% | -$68.2K | 0.23% | 103 |
|
|
2024
Q1 | $2.38M | Sell |
23,513
-2,437
| -9% | -$247K | 0.25% | 94 |
|
|
2023
Q4 | $2.47M | Sell |
25,950
-3,057
| -11% | -$291K | 0.27% | 90 |
|
|
2023
Q3 | $2.57M | Buy |
29,007
+311
| +1% | +$27.5K | 0.32% | 73 |
|
|
2023
Q2 | $2.71M | Sell |
28,696
-1,443
| -5% | -$136K | 0.35% | 67 |
|
|
2023
Q1 | $2.75M | Buy |
30,139
+4,189
| +16% | +$382K | 0.38% | 66 |
|
|
2022
Q4 | $2.47M | Sell |
25,950
-1,393
| -5% | -$133K | 0.27% | 90 |
|
|
2022
Q3 | $2.19M | Sell |
27,343
-2,005
| -7% | -$160K | 0.49% | 53 |
|
|
2022
Q2 | $2.51M | Sell |
29,348
-2,415
| -8% | -$206K | 0.52% | 52 |
|
|
2022
Q1 | $3.02M | Sell |
31,763
-922
| -3% | -$87.5K | 0.57% | 50 |
|
|
2021
Q4 | $3.21M | Sell |
32,685
-15,087
| -32% | -$1.48M | 0.61% | 49 |
|
|
2021
Q3 | $4.23M | Sell |
47,772
-810
| -2% | -$71.7K | 0.88% | 35 |
|
|
2021
Q2 | $4.4M | Sell |
48,582
-952
| -2% | -$86.3K | 0.93% | 34 |
|
|
2021
Q1 | $4.27M | Sell |
49,534
-1,242
| -2% | -$107K | 0.99% | 31 |
|
|
2020
Q4 | $4.06M | Buy |
50,776
+20,813
| +69% | +$1.66M | 0.99% | 33 |
|
|
2020
Q3 | $2.16M | Sell |
29,963
-10
| -0% | -$722 | 0.57% | 49 |
|
|
2020
Q2 | $2.02M | Buy |
29,973
+913
| +3% | +$61.5K | 0.57% | 51 |
|
|
2020
Q1 | $1.68M | Buy |
29,060
+1,109
| +4% | +$64K | 0.58% | 54 |
|
|
2019
Q4 | $2.11M | Buy |
27,951
+8,849
| +46% | +$669K | 0.6% | 55 |
|
|
2019
Q3 | $1.37M | Buy |
19,102
+7,193
| +60% | +$515K | 0.41% | 75 |
|
|
2019
Q2 | $826K | Buy |
+11,909
| New | +$826K | 0.24% | 105 |
|