Sound View Wealth Advisors Group’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell	3,032 -56	-2%	-$22.2K	0.08%	174
2025 Q4	$1.11M	Sell	3,088 -374	-11%	-$131K	0.07%	180
2025 Q3	$1.13M	Sell	3,462 -21	-0.6%	-$6.22K	0.08%	185
2025 Q2	$971K	Sell	3,483 -28	-0.8%	-$6.49K	0.07%	189
2025 Q1	$742K	Buy	3,511 +46	+1%	+$11K	0.06%	211
2024 Q4	$839K	Buy	3,465 +316	+10%	+$78.4K	0.07%	201
2024 Q3	$773K	Buy	3,149 +281	+10%	+$68.3K	0.06%	210
2024 Q2	$748K	Sell	2,868 -462	-14%	-$108K	0.08%	188
2024 Q1	$749K	Sell	3,330 -208	-6%	-$41.8K	0.08%	191
2023 Q4	$619K	Buy	3,538 +573	+19%	+$89.7K	0.07%	216
2023 Q3	$430K	Buy	2,965 +9	+0.3%	+$1.36K	0.05%	241
2023 Q2	$450K	Sell	2,956 -134	-4%	-$18.1K	0.06%	233
2023 Q1	$407K	Sell	3,090 -3,986	-56%	-$478K	0.06%	243
2022 Q4	$619K	Buy	7,076 +4,566	+182%	+$464K	0.07%	216
2022 Q3	$232K	Buy	2,510 +86	+4%	+$9.38K	0.05%	244
2022 Q2	$247K	Buy	2,424 +130	+6%	+$15.1K	0.05%	246
2022 Q1	$309K	Buy	+2,294	New	+$314K	0.06%	236