Blue Bell Private 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	$340K	Hold	887	–	–	0.05%	215
2025 Q4	$319K	Hold	887	–	–	0.05%	209
2025 Q3	$289K	Hold	887	–	–	0.04%	212
2025 Q2	$247K	Hold	887	–	–	0.04%	211
2025 Q1	$188K	Hold	887	–	–	0.04%	226
2024 Q4	$215K	Hold	887	–	–	0.04%	202
2024 Q3	$218K	Hold	887	–	–	0.04%	206
2024 Q2	$231K	Hold	887	–	–	0.05%	183
2024 Q1	$200K	Buy	887 +250	+39%	+$50.3K	0.04%	188
2023 Q4	$111K	Buy	637 +377	+145%	+$59K	0.03%	229
2023 Q3	$37.7K	Hold	260	–	–	0.01%	291
2023 Q2	$39.6K	Hold	260	–	–	0.01%	284
2023 Q1	$34.2K	Hold	260	–	–	0.01%	262
2022 Q4	$26.4K	Sell	260 -90	-26%	-$9.15K	0.01%	283
2022 Q3	$32K	Buy	350 +90	+35%	+$9.81K	0.01%	251
2022 Q2	$26K	Buy	260 +20	+8%	+$2.32K	0.01%	282
2022 Q1	$32K	Hold	240	–	–	0.01%	265
2021 Q4	$37K	Hold	240	–	–	0.01%	235
2021 Q3	$31K	Hold	240	–	–	0.01%	118
2021 Q2	$31K	Hold	240	–	–	0.01%	122
2021 Q1	$29K	Hold	240	–	–	0.01%	123
2020 Q4	$30K	Buy	240 +50	+26%	+$4.96K	0.01%	116
2020 Q3	$17K	Hold	190	–	–	0.01%	128
2020 Q2	$10K	Hold	190	–	–	﹤0.01%	167
2020 Q1	$11K	Buy	+190	New	+$12.8K	0.01%	144