A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,149 shares of SMH stock, worth $770,308. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,149
Previous 2,868 9.8%
Holding current value
$770,308
Previous $747,000 3.35%
% of portfolio
0.06%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$211.47 - $281.27 $59,423 - $79,036
281 Added 9.8%
3,149 $772,000
Q2 2024

Aug 05, 2024

SELL
$199.21 - $276.76 $92,035 - $127,863
-462 Reduced 13.87%
2,868 $747,000
Q1 2024

May 09, 2024

SELL
$164.99 - $234.17 $34,317 - $48,707
-208 Reduced 5.88%
3,330 $749,000
Q4 2023

Feb 08, 2024

BUY
$137.46 - $175.86 $78,764 - $100,767
573 Added 19.33%
3,538 $618,000
Q3 2023

Nov 07, 2023

BUY
$140.7 - $160.62 $1,266 - $1,445
9 Added 0.3%
2,965 $429,000
Q2 2023

Aug 08, 2023

BUY
$122.9 - $261.69 $173,411 - $369,244
1,411 Added 91.33%
2,956 $450,000
Q1 2023

May 12, 2023

BUY
$201.38 - $263.19 $58,802 - $76,851
292 Added 23.3%
1,545 $406,000
Q4 2022

Feb 08, 2023

SELL
$86.57 - $227.73 $173 - $455
-2 Reduced 0.16%
1,253 $254,000
Q3 2022

Nov 08, 2022

BUY
$92.56 - $123.24 $3,980 - $5,299
43 Added 3.55%
1,255 $232,000
Q2 2022

Aug 05, 2022

BUY
$101.86 - $134.9 $6,620 - $8,768
65 Added 5.67%
1,212 $247,000
Q1 2022

May 11, 2022

BUY
$119.35 - $157.8 $136,894 - $180,996
1,147 New
1,147 $309,000

Others Institutions Holding SMH

About VANECK ETF TR SEMICONDUCTOR ET


  • Ticker SMH
  • Sector ETFs
  • Industry ETFs
More about SMH
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.