Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
Q2 2022 Filed on Jul 15, 2022
380
$43.79 - $47.31 $16.6K - $18K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
Q2 2022 Filed on Jul 15, 2022
1,520
$47.55 - $48.44 $72.3K - $73.6K
SOXL
Direxion Daily Semiconductor B

ETFs
Q2 2022 Filed on Jul 15, 2022
200
$13.1 - $37.96 $2.62K - $7.59K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
500
$27.93 - $34.74 $14K - $17.4K
NMAI
Nuveen Multi Asset Income Fund

ETFs
Q2 2022 Filed on Jul 15, 2022
5,956
$12.65 - $16.78 $75.3K - $99.9K
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
1,050
$134.91 - $172.49 $142K - $181K
SCCO
Southern Copper Corp

Basic Materials
Q2 2022 Filed on Jul 15, 2022
800
$49.54 - $78.17 $39.6K - $62.5K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Jul 15, 2022
150
$85.79 - $147.87 $12.9K - $22.2K
SUN
Sunoco LP

Energy
Q2 2022 Filed on Jul 15, 2022
700
$35.61 - $44.35 $24.9K - $31K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2022 Filed on Jul 15, 2022
25
$43.46 - $52.84 $1.09K - $1.32K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Jul 15, 2022
300
$49.13 - $51.51 $14.7K - $15.5K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
144
$46.23 - $49.83 $6.66K - $7.18K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Jul 15, 2022
225
$99.2 - $114.57 $22.3K - $25.8K
VFH
Vanguard Financial ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
126
$75.42 - $93.29 $9.5K - $11.8K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2022 Filed on Jul 15, 2022
750
$38.16 - $45.36 $28.6K - $34K
ZIMV
Zim Vie Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
28
$16.01 - $27.99 $448 - $784
Pieris Pharmaceuticals Inc Com
Q2 2022 Filed on Jul 15, 2022
2,000
N/A
PDI
Pimco Dynamic Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,872
$19.73 - $24.11 $36.9K - $45.1K
SJI
South Jersey Industries Inc

Utilities
Q2 2022 Filed on Jul 15, 2022
500
$33.38 - $34.85 $16.7K - $17.4K
NOW
Service Now, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
120
$412.25 - $574.82 $49.5K - $69K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Jul 15, 2022
138
$37.88 - $48.01 $5.23K - $6.63K
PNF
Pimco New York Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
9,959
$8.46 - $10.04 $84.3K - $100K
SLB
Schlumberger Limited

Energy
Q2 2022 Filed on Jul 15, 2022
300
$34.98 - $49.57 $10.5K - $14.9K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Jul 15, 2022
172
$24.51 - $28.87 $4.22K - $4.97K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
37
$50.08 - $52.78 $1.85K - $1.95K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2022 Filed on Jul 15, 2022
101
$31.13 - $37.19 $3.14K - $3.76K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2022 Filed on Jul 15, 2022
59
$31.0 - $38.49 $1.83K - $2.27K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2022 Filed on Jul 15, 2022
220
$25.56 - $29.71 $5.62K - $6.54K
FNDF
Schwab Fundamental Intl Large

ETFs
Q2 2022 Filed on Jul 15, 2022
158
$28.1 - $32.52 $4.44K - $5.14K
FNDC
Schwab Fundamental Intl Small

ETFs
Q2 2022 Filed on Jul 15, 2022
111
$30.1 - $35.8 $3.34K - $3.97K
FNDX
Schwab Fundamental U S Large C

ETFs
Q2 2022 Filed on Jul 15, 2022
153
$49.93 - $59.29 $7.64K - $9.07K
FNDA
Schwab Fundamental U S Small C

ETFs
Q2 2022 Filed on Jul 15, 2022
106
$44.28 - $53.81 $4.69K - $5.7K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 15, 2022
258
$43.35 - $54.51 $11.2K - $14.1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
62
$20.18 - $25.97 $1.25K - $1.61K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Jul 15, 2022
137
$93.11 - $101.59 $12.8K - $13.9K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
136
$26.52 - $36.21 $3.61K - $4.92K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
1,000
$30.3 - $108.64 $30.3K - $109K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
100
$28.0 - $113.85 $2.8K - $11.4K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
14
$221.34 - $312.59 $3.1K - $4.38K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Jul 15, 2022
1,169
$75.37 - $81.44 $88.1K - $95.2K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Jul 15, 2022
1,520
$75.68 - $77.74 $115K - $118K
BNDX
Vanguard Total International B

ETFs
Q2 2022 Filed on Jul 15, 2022
695
$48.35 - $52.44 $33.6K - $36.4K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2022 Filed on Jul 15, 2022
350
$167.96 - $227.2 $58.8K - $79.5K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Jul 15, 2022
543
$87.04 - $112.5 $47.3K - $61.1K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$146.67 - $178.24 $14.7K - $17.8K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Jul 15, 2022
435
$78.1 - $85.93 $34K - $37.4K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q2 2022 Filed on Jul 15, 2022
155
$48.34 - $58.27 $7.49K - $9.03K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q2 2022 Filed on Jul 15, 2022
2,360
$63.97 - $82.17 $151K - $194K
VHT
Vanguard Health Care ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
75
$219.51 - $264.47 $16.5K - $19.8K
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