Belpointe Asset 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
$2.8M Buy
10,026
+858
+9% +$239K 0.12% 154
2025
Q1
$1.94M Buy
9,168
+1,444
+19% +$305K 0.1% 187
2024
Q4
$1.88M Buy
7,724
+176
+2% +$42.9K 0.11% 181
2024
Q3
$1.85M Sell
7,548
-7,293
-49% -$1.79M 0.11% 185
2024
Q2
$3.87M Buy
14,841
+9,475
+177% +$2.47M 0.27% 66
2024
Q1
$1.21M Buy
+5,366
New +$1.21M 0.09% 220
2023
Q2
Sell
-4,500
Closed -$592K 2936
2023
Q1
$592K Sell
4,500
-926
-17% -$122K 0.03% 494
2022
Q4
$551K Buy
5,426
+608
+13% +$61.7K 0.03% 495
2022
Q3
$446K Sell
4,818
-338
-7% -$31.3K 0.03% 545
2022
Q2
$525K Sell
5,156
-862
-14% -$87.8K 0.04% 466
2022
Q1
$812K Buy
6,018
+328
+6% +$44.3K 0.05% 389
2021
Q4
$879K Buy
5,690
+886
+18% +$137K 0.05% 351
2021
Q3
$615K Buy
4,804
+1,460
+44% +$187K 0.04% 445
2021
Q2
$439K Buy
3,344
+1,582
+90% +$208K 0.03% 539
2021
Q1
$215K Sell
1,762
-7,010
-80% -$855K 0.02% 723
2020
Q4
$958K Buy
+8,772
New +$958K 0.09% 259