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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.2M	Buy	31,848 +9,119	+40%	+$3.62M	0.07%	269
2025 Q4	$8.19M	Sell	22,729 -23,710	-51%	-$8.32M	0.05%	318
2025 Q3	$15.2M	Sell	46,439 -3,070	-6%	-$909K	0.1%	217
2025 Q2	$13.8M	Buy	49,509 +31,089	+169%	+$7.21M	0.1%	212
2025 Q1	$3.9M	Buy	18,420 +1,709	+10%	+$410K	0.03%	392
2024 Q4	$4.05M	Sell	16,711 -19,405	-54%	-$4.81M	0.03%	379
2024 Q3	$8.86M	Buy	36,116 +18,517	+105%	+$4.5M	0.08%	247
2024 Q2	$4.59M	Buy	17,599 +6,216	+55%	+$1.46M	0.05%	346
2024 Q1	$2.56M	Sell	11,383 -72,591	-86%	-$14.6M	0.03%	442
2023 Q4	$15.8M	Buy	83,974 +44,874	+115%	+$7.02M	0.08%	284
2023 Q3	$5.67M	Buy	39,100 +1,901	+5%	+$288K	0.03%	513
2023 Q2	$5.66M	Buy	37,199 +9,639	+35%	+$1.3M	0.03%	506
2023 Q1	$3.63M	Buy	27,560 +3,972	+17%	+$476K	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%	-$856K	0.02%	635
2022 Q2	$3.5M	Sell	34,330 -49,888	-59%	-$5.79M	0.03%	490
2022 Q1	$11.4M	Buy	84,218 +53,332	+173%	+$7.3M	0.08%	257
2021 Q4	$4.77M	Buy	30,886 +18,772	+155%	+$2.71M	0.03%	427
2021 Q3	$1.55M	Buy	12,114 +1,580	+15%	+$208K	0.01%	732
2021 Q2	$1.38M	Buy	10,534 +6,242	+145%	+$771K	0.01%	734
2021 Q1	$523K	Sell	4,292 -454	-10%	-$53.8K	0.01%	1012
2020 Q4	$518K	Buy	4,746 +1,418	+43%	+$141K	0.01%	947
2020 Q3	$290K	Sell	3,328 -16,132	-83%	-$1.35M	﹤0.01%	1054
2020 Q2	$1.49M	Buy	+19,460	New	+$1.34M	0.02%	495