AE 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 | $13.8M | Buy |
49,509
+31,089
| +169% | +$8.67M | 0.1% | 212 |
|
2025
Q1 | $3.9M | Buy |
18,420
+1,709
| +10% | +$361K | 0.03% | 392 |
|
2024
Q4 | $4.05M | Sell |
16,711
-19,405
| -54% | -$4.7M | 0.03% | 379 |
|
2024
Q3 | $8.86M | Buy |
36,116
+18,517
| +105% | +$4.55M | 0.08% | 247 |
|
2024
Q2 | $4.59M | Buy |
17,599
+6,216
| +55% | +$1.62M | 0.05% | 346 |
|
2024
Q1 | $2.56M | Sell |
11,383
-72,591
| -86% | -$16.3M | 0.03% | 442 |
|
2023
Q4 | $15.8M | Buy |
83,974
+44,874
| +115% | +$8.45M | 0.08% | 284 |
|
2023
Q3 | $5.67M | Buy |
39,100
+1,901
| +5% | +$276K | 0.03% | 513 |
|
2023
Q2 | $5.66M | Buy |
37,199
+9,639
| +35% | +$1.47M | 0.03% | 506 |
|
2023
Q1 | $3.63M | Buy |
27,560
+3,972
| +17% | +$523K | 0.02% | 600 |
|
2022
Q4 | $2.39M | Sell |
23,588
-2,894
| -11% | -$294K | 0.02% | 682 |
|
2022
Q3 | $2.45M | Sell |
26,482
-7,848
| -23% | -$726K | 0.02% | 634 |
|
2022
Q2 | $3.5M | Sell |
34,330
-49,888
| -59% | -$5.08M | 0.03% | 490 |
|
2022
Q1 | $11.4M | Buy |
84,218
+53,332
| +173% | +$7.19M | 0.08% | 257 |
|
2021
Q4 | $4.77M | Buy |
30,886
+18,772
| +155% | +$2.9M | 0.03% | 427 |
|
2021
Q3 | $1.55M | Buy |
12,114
+1,580
| +15% | +$202K | 0.01% | 730 |
|
2021
Q2 | $1.38M | Buy |
10,534
+6,242
| +145% | +$818K | 0.01% | 733 |
|
2021
Q1 | $523K | Sell |
4,292
-454
| -10% | -$55.3K | 0.01% | 1009 |
|
2020
Q4 | $518K | Buy |
4,746
+1,418
| +43% | +$155K | 0.01% | 945 |
|
2020
Q3 | $290K | Sell |
3,328
-16,132
| -83% | -$1.41M | ﹤0.01% | 1050 |
|
2020
Q2 | $1.49M | Buy |
+19,460
| New | +$1.49M | 0.02% | 492 |
|