AAS
Avantax Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
52,924
+969
| +2% | +$270K | 0.08% | 193 |
|
|
2025
Q1 | $11M | Buy |
51,955
+13,042
| +34% | +$2.76M | 0.07% | 222 |
|
|
2024
Q4 | $9.42M | Sell |
38,913
-107
| -0.3% | -$25.9K | 0.06% | 238 |
|
|
2024
Q3 | $9.58M | Buy |
39,020
+1,420
| +4% | +$349K | 0.06% | 226 |
|
|
2024
Q2 | $9.8M | Buy |
37,600
+4,907
| +15% | +$1.28M | 0.07% | 211 |
|
|
2024
Q1 | $7.36M | Buy |
32,693
+15,643
| +92% | +$3.52M | 0.07% | 227 |
|
|
2023
Q4 | $2.98M | Buy |
17,050
+4,010
| +31% | +$701K | 0.03% | 402 |
|
|
2023
Q3 | $1.89M | Sell |
13,040
-1,012
| -7% | -$147K | 0.02% | 477 |
|
|
2023
Q2 | $2.14M | Buy |
14,052
+6,721
| +92% | +$1.02M | 0.02% | 435 |
|
|
2023
Q1 | $1.93M | Sell |
7,331
-903
| -11% | -$238K | 0.02% | 452 |
|
|
2022
Q4 | $1.67M | Sell |
8,234
-314
| -4% | -$63.7K | 0.02% | 472 |
|
|
2022
Q3 | $1.58M | Buy |
8,548
+19
| +0.2% | +$3.52K | 0.02% | 429 |
|
|
2022
Q2 | $1.74M | Sell |
8,529
-447
| -5% | -$91.1K | 0.03% | 407 |
|
|
2022
Q1 | $2.42M | Buy |
8,976
+5,330
| +146% | +$1.43M | 0.03% | 337 |
|
|
2021
Q4 | $1.13M | Buy |
3,646
+680
| +23% | +$210K | 0.02% | 506 |
|
|
2021
Q3 | $762K | Buy |
+2,966
| New | +$762K | 0.01% | 568 |
|
|
2020
Q4 | – | Sell |
-2,859
| Closed | -$497K | – | 1297 |
|
|
2020
Q3 | $497K | Buy |
+2,859
| New | +$497K | 0.01% | 786 |
|