SVWAG
Sound View Wealth Advisors Group’s Motley Fool 100 Index ETF TMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
17,388
+1,353
| +8% | +$87.3K | 0.08% | 174 |
|
|
2025
Q1 | $892K | Buy |
16,035
+181
| +1% | +$10.1K | 0.07% | 188 |
|
|
2024
Q4 | $953K | Buy |
15,854
+3,076
| +24% | +$185K | 0.08% | 181 |
|
|
2024
Q3 | $719K | Buy |
12,778
+1,625
| +15% | +$91.4K | 0.06% | 218 |
|
|
2024
Q2 | $600K | Buy |
11,153
+814
| +8% | +$43.8K | 0.06% | 220 |
|
|
2024
Q1 | $513K | Buy |
10,339
+2,098
| +25% | +$104K | 0.05% | 233 |
|
|
2023
Q4 | $368K | Buy |
8,241
+334
| +4% | +$14.9K | 0.04% | 274 |
|
|
2023
Q3 | $311K | Buy |
7,907
+2,297
| +41% | +$90.3K | 0.04% | 281 |
|
|
2023
Q2 | $229K | Buy |
+5,610
| New | +$229K | 0.03% | 331 |
|
|
2023
Q1 | – | Sell |
-8,241
| Closed | -$368K | – | 406 |
|
|
2022
Q4 | $368K | Buy |
+8,241
| New | +$368K | 0.04% | 274 |
|