Concord Wealth Partners’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
2025
Q2
$2.27M Sell
2025
Q1
$1.96M Buy
2024
Q4
$1.14M Buy
2024
Q3
$1.07M Buy
2023
Q1
Sell
2022
Q4
$32.7K Buy