Sound View Wealth Advisors Group’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Sell |
6,385
-392
| -6% | -$32.6K | 0.04% | 257 |
|
|
2025
Q1 | $494K | Sell |
6,777
-361
| -5% | -$26.3K | 0.04% | 259 |
|
|
2024
Q4 | $539K | Sell |
7,138
-131
| -2% | -$9.88K | 0.04% | 253 |
|
|
2024
Q3 | $560K | Buy |
7,269
+676
| +10% | +$52.1K | 0.05% | 241 |
|
|
2024
Q2 | $492K | Hold |
6,593
| – | – | 0.05% | 234 |
|
|
2024
Q1 | $475K | Sell |
6,593
-675
| -9% | -$48.6K | 0.05% | 243 |
|
|
2023
Q4 | $506K | Buy |
7,268
+1
| +0% | +$70 | 0.06% | 232 |
|
|
2023
Q3 | $452K | Buy |
7,267
+676
| +10% | +$42K | 0.06% | 235 |
|
|
2023
Q2 | $437K | Buy |
6,591
+2,243
| +52% | +$149K | 0.06% | 235 |
|
|
2023
Q1 | $266K | Sell |
4,348
-2,920
| -40% | -$179K | 0.04% | 300 |
|
|
2022
Q4 | $506K | Buy |
+7,268
| New | +$506K | 0.06% | 232 |
|