Vigilare Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Vigilare Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,614	Closed	-$239K	–	101
2023 Q1	$239K	Sell	1,614 -177	-10%	-$24.1K	0.14%	84
2022 Q4	$208K	Sell	1,791 -603	-25%	-$70K	0.12%	101
2022 Q3	$254K	Buy	2,394 +480	+25%	+$60.2K	0.33%	78
2022 Q2	$223K	Buy	+1,914	New	+$258K	0.24%	98

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vigilare Wealth Management's SOXX Position: Q2 2023 in Review

Vigilare Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2023, closing a stake of 1,614 shares — an estimated $239K sold.

Vigilare Wealth Management first reported a position in SOXX in Q2 2022 and held it in 4 quarters. The position peaked at $254K in Q3 2022. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

Vigilare Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Vigilare Wealth Management sold 1,614 iShares Semiconductor ETF shares in Q2 2023, an estimated $239K.
Vigilare Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2022 and held it in 4 quarters.
Vigilare Wealth Management's iShares Semiconductor ETF position peaked at $254K in Q3 2022.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on Vigilare Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.