Arete Wealth Advisors’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 | $686K | Sell |
2,461
-7,886
| -76% | -$2.2M | 0.05% | 326 |
|
|
2025
Q1 | $2.19M | Buy |
10,347
+290
| +3% | +$61.3K | 0.17% | 126 |
|
|
2024
Q4 | $2.45M | Sell |
10,057
-1,342
| -12% | -$326K | 0.18% | 123 |
|
|
2024
Q3 | $2.78M | Buy |
11,399
+9,579
| +526% | +$2.33M | 0.24% | 91 |
|
|
2024
Q2 | $474K | Buy |
+1,820
| New | +$474K | 0.04% | 408 |
|
|
2024
Q1 | – | Sell |
-6,270
| Closed | -$1.1M | – | 674 |
|
|
2023
Q4 | $1.1M | Buy |
6,270
+453
| +8% | +$79.2K | 0.08% | 233 |
|
|
2023
Q3 | $843K | Buy |
5,817
+4,133
| +245% | +$599K | 0.15% | 153 |
|
|
2023
Q2 | $256K | Sell |
1,684
-2
| -0.1% | -$304 | 0.02% | 531 |
|
|
2023
Q1 | $222K | Sell |
1,686
-1,002
| -37% | -$132K | 0.02% | 554 |
|
|
2022
Q4 | $273M | Buy |
2,688
+2
| +0.1% | +$203K | 0.02% | 482 |
|
|
2022
Q3 | $249K | Buy |
+2,686
| New | +$249K | 0.02% | 462 |
|
|
2021
Q1 | – | Sell |
-5,176
| Closed | -$566K | – | 444 |
|
|
2020
Q4 | $566K | Buy |
+5,176
| New | +$566K | 0.08% | 214 |
|