VitalStone Financial’s iShares Semiconductor ETF SOXX Stock Holding History

VitalStone Financial’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
2024 Q3	$86.2K	Buy	374 +116	+45%	+$26.6K	0.06%	148
2024 Q2	$63.6K	Buy	258 +91	+54%	+$20.8K	0.05%	158
2024 Q1	$38K	Buy	167 +134	+406%	+$27.9K	0.03%	189
2023 Q4	$6K	Hold	33	–	–	﹤0.01%	327
2023 Q3	$5K	Buy	33 +24	+267%	+$4K	﹤0.01%	311
2023 Q2	$1K	Buy	+9	New	+$1.35K	﹤0.01%	879
2023 Q1	–	Sell	-66	Closed	-$8K	–	497
2022 Q4	$8K	Buy	+66	New	+$7.66K	0.01%	374

Other funds holding SOXX

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VitalStone Financial's SOXX Position: Q3 2024 in Review

VitalStone Financial increased its iShares Semiconductor ETF (SOXX) stake by 45% in Q3 2024, buying an estimated $26.6K and bringing the position to 374 shares worth $86.2K. The position accounts for 0.06% of the portfolio, ranked #148.

VitalStone Financial first reported a position in SOXX in Q4 2022 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

VitalStone Financial held 374 shares of iShares Semiconductor ETF worth $86.2K as of Q3 2024.
VitalStone Financial bought 116 iShares Semiconductor ETF shares in Q3 2024, an estimated $26.6K.
iShares Semiconductor ETF made up 0.06% of VitalStone Financial's portfolio in Q3 2024, its #148 holding.
VitalStone Financial first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 7 quarters since.
742 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.