Able Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
6,575
+966
+17% +$269K 0.92% 31
2025
Q1
$1.19M Buy
5,609
+876
+19% +$185K 0.7% 34
2024
Q4
$1.15M Buy
4,733
+1,366
+41% +$331K 0.75% 33
2024
Q3
$827K Sell
3,367
-958
-22% -$235K 0.63% 38
2024
Q2
$1.13M Buy
4,325
+3,098
+252% +$808K 0.93% 27
2024
Q1
$276K Buy
+1,227
New +$276K 0.24% 66