A detailed history of Sonoma Private Wealth LLC transactions in Vaneck Vectors ETF Tr stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 10,889 shares of SMI stock, worth $500,131. This represents 0.8% of its overall portfolio holdings.

Number of Shares
10,889
Previous 8,544 27.45%
Holding current value
$500,131
Previous $393 Million 29.78%
% of portfolio
0.8%
Previous 0.64%

Shares

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

Oct 17, 2024

BUY
$45.9 - $46.94 $107,635 - $110,074
2,345 Added 27.45%
10,889 $510 Million
Q2 2024

Aug 14, 2024

SELL
$45.47 - $46.38 $171,330 - $174,759
-3,768 Reduced 30.6%
8,544 $393 Million
Q1 2024

May 09, 2024

SELL
$45.97 - $46.6 $399,341 - $404,814
-8,687 Reduced 41.37%
12,312 $568 Million
Q4 2023

Feb 12, 2024

SELL
$43.03 - $46.55 $523,718 - $566,560
-12,171 Reduced 36.69%
20,999 $975 Million
Q3 2023

Oct 30, 2023

BUY
$43.78 - $45.96 $721,144 - $757,053
16,472 Added 98.65%
33,170 $1.45 Billion
Q2 2023

Aug 14, 2023

SELL
$44.89 - $46.35 $333,353 - $344,195
-7,426 Reduced 30.78%
16,698 $764 Million
Q1 2023

May 10, 2023

BUY
$0.0 - $46.51 $0 - $695,277
14,949 Added 162.93%
24,124 $1.11 Billion
Q4 2022

Feb 13, 2023

BUY
$43.33 - $45.58 $397,552 - $418,196
9,175 New
9,175 $415 Million

Others Institutions Holding SMI

About VANECK VECTORS ETF TR


  • Ticker SMI
  • Sector ETFs
  • Industry ETFs
More about SMI
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