Cerity Partners’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 | $2.27M | Buy |
8,118
+1,554
| +24% | +$434K | ﹤0.01% | 1158 |
|
|
2025
Q1 | $1.39M | Sell |
6,564
-918
| -12% | -$194K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $1.81M | Buy |
7,482
+2,778
| +59% | +$673K | ﹤0.01% | 1148 |
|
|
2024
Q3 | $1.15M | Sell |
4,704
-321
| -6% | -$78.8K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $1.31M | Buy |
5,025
+1,429
| +40% | +$373K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $809K | Sell |
3,596
-156
| -4% | -$35.1K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $656K | Buy |
+3,752
| New | +$656K | ﹤0.01% | 1152 |
|
|
2023
Q3 | – | Sell |
-3,253
| Closed | -$495K | – | 1670 |
|
|
2023
Q2 | $495K | Sell |
3,253
-1,001
| -24% | -$152K | ﹤0.01% | 1183 |
|
|
2023
Q1 | $1.17M | Buy |
4,254
+996
| +31% | +$273K | ﹤0.01% | 909 |
|
|
2022
Q4 | $331K | Sell |
3,258
-86
| -3% | -$8.72K | ﹤0.01% | 1108 |
|
|
2022
Q3 | $309K | Buy |
3,344
+1,188
| +55% | +$110K | ﹤0.01% | 879 |
|
|
2022
Q2 | $220K | Sell |
2,156
-7,244
| -77% | -$739K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $1.27M | Sell |
9,400
-204
| -2% | -$27.5K | 0.02% | 405 |
|
|
2021
Q4 | $1.48M | Buy |
9,604
+20
| +0.2% | +$3.09K | 0.02% | 366 |
|
|
2021
Q3 | $1.23M | Buy |
9,584
+3,604
| +60% | +$462K | 0.03% | 335 |
|
|
2021
Q2 | $784K | Buy |
5,980
+74
| +1% | +$9.7K | 0.02% | 396 |
|
|
2021
Q1 | $719K | Buy |
5,906
+522
| +10% | +$63.5K | 0.02% | 385 |
|
|
2020
Q4 | $588K | Buy |
5,384
+1,260
| +31% | +$138K | 0.02% | 380 |
|
|
2020
Q3 | $359K | Buy |
+4,124
| New | +$359K | 0.01% | 374 |
|