BFA
Beaumont Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
6,473
+5,220
| +417% | +$1.46M | 0.13% | 100 |
|
|
2025
Q1 | $265K | Hold |
1,253
| – | – | 0.02% | 310 |
|
|
2024
Q4 | $303K | Buy |
+1,253
| New | +$303K | 0.02% | 290 |
|
|
2022
Q2 | – | Sell |
-38,115
| Closed | -$10.3M | – | 358 |
|
|
2022
Q1 | $10.3M | Buy |
+38,115
| New | +$10.3M | 0.78% | 40 |
|
|
2021
Q4 | – | Sell |
-30,954
| Closed | -$7.93M | – | 372 |
|
|
2021
Q3 | $7.93M | Sell |
30,954
-9,455
| -23% | -$2.42M | 0.61% | 47 |
|
|
2021
Q2 | $10.6M | Buy |
+40,409
| New | +$10.6M | 0.81% | 40 |
|