CWA
Clarus Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,818
+619
| +15% | +$175K | 0.63% | 49 |
|
|
2025
Q1 | $885K | Buy |
4,199
+763
| +22% | +$161K | 0.47% | 52 |
|
|
2024
Q4 | $841K | Buy |
3,436
+624
| +22% | +$153K | 0.42% | 57 |
|
|
2024
Q3 | $698K | Buy |
2,812
+364
| +15% | +$90.4K | 0.36% | 59 |
|
|
2024
Q2 | $689K | Sell |
2,448
-347
| -12% | -$97.6K | 0.37% | 55 |
|
|
2024
Q1 | $621K | Sell |
2,795
-568
| -17% | -$126K | 0.35% | 59 |
|
|
2023
Q4 | $606K | Buy |
+3,363
| New | +$606K | 0.36% | 62 |
|
|
2023
Q2 | $509K | Buy |
3,415
+1,591
| +87% | +$237K | 0.31% | 71 |
|
|
2023
Q1 | $460K | Buy |
+1,824
| New | +$460K | 0.29% | 71 |
|
|
2022
Q2 | – | Sell |
-1,750
| Closed | -$422K | – | 117 |
|
|
2022
Q1 | $422K | Buy |
1,750
+98
| +6% | +$23.6K | 0.26% | 70 |
|
|
2021
Q4 | $505K | Sell |
1,652
-189
| -10% | -$57.8K | 0.29% | 51 |
|
|
2021
Q3 | $466K | Buy |
1,841
+52
| +3% | +$13.2K | 0.29% | 57 |
|
|
2021
Q2 | $466K | Buy |
1,789
+203
| +13% | +$52.9K | 0.29% | 58 |
|
|
2021
Q1 | $406K | Sell |
1,586
-46
| -3% | -$11.8K | 0.25% | 73 |
|
|
2020
Q4 | $382K | Sell |
1,632
-341
| -17% | -$79.8K | 0.25% | 78 |
|
|
2020
Q3 | $350K | Buy |
1,973
+293
| +17% | +$52K | 0.27% | 77 |
|
|
2020
Q2 | $261K | Buy |
+1,680
| New | +$261K | 0.22% | 97 |
|