Sound View Wealth Advisors Group’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Sell |
3,483
-28
| -0.8% | -$7.81K | 0.07% | 189 |
|
|
2025
Q1 | $742K | Buy |
3,511
+46
| +1% | +$9.73K | 0.06% | 211 |
|
|
2024
Q4 | $839K | Buy |
3,465
+316
| +10% | +$76.5K | 0.07% | 201 |
|
|
2024
Q3 | $773K | Buy |
3,149
+281
| +10% | +$69K | 0.06% | 210 |
|
|
2024
Q2 | $748K | Sell |
2,868
-462
| -14% | -$120K | 0.08% | 188 |
|
|
2024
Q1 | $749K | Sell |
3,330
-208
| -6% | -$46.8K | 0.08% | 191 |
|
|
2023
Q4 | $619K | Buy |
3,538
+573
| +19% | +$100K | 0.07% | 216 |
|
|
2023
Q3 | $430K | Buy |
2,965
+9
| +0.3% | +$1.31K | 0.05% | 241 |
|
|
2023
Q2 | $450K | Sell |
2,956
-134
| -4% | -$20.4K | 0.06% | 233 |
|
|
2023
Q1 | $407K | Sell |
3,090
-3,986
| -56% | -$525K | 0.06% | 243 |
|
|
2022
Q4 | $619K | Buy |
7,076
+4,566
| +182% | +$399K | 0.07% | 216 |
|
|
2022
Q3 | $232K | Buy |
2,510
+86
| +4% | +$7.95K | 0.05% | 244 |
|
|
2022
Q2 | $247K | Buy |
2,424
+130
| +6% | +$13.2K | 0.05% | 246 |
|
|
2022
Q1 | $309K | Buy |
+2,294
| New | +$309K | 0.06% | 236 |
|