Creative Planning’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 | $10.2M | Buy |
36,415
+1,099
| +3% | +$306K | 0.01% | 509 |
|
|
2025
Q1 | $7.47M | Sell |
35,316
-298
| -0.8% | -$63K | 0.01% | 577 |
|
|
2024
Q4 | $8.62M | Sell |
35,614
-2,615
| -7% | -$633K | 0.01% | 500 |
|
|
2024
Q3 | $9.38M | Buy |
38,229
+963
| +3% | +$236K | 0.01% | 453 |
|
|
2024
Q2 | $9.72M | Sell |
37,266
-2,699
| -7% | -$704K | 0.01% | 418 |
|
|
2024
Q1 | $8.99M | Buy |
39,965
+1,176
| +3% | +$265K | 0.01% | 436 |
|
|
2023
Q4 | $6.78M | Sell |
38,789
-2,446
| -6% | -$428K | 0.01% | 487 |
|
|
2023
Q3 | $5.98M | Sell |
41,235
-4,317
| -9% | -$626K | 0.01% | 476 |
|
|
2023
Q2 | $6.94M | Buy |
45,552
+2,618
| +6% | +$399K | 0.01% | 432 |
|
|
2023
Q1 | $5.65M | Buy |
42,934
+7,074
| +20% | +$931K | 0.01% | 475 |
|
|
2022
Q4 | $3.64M | Sell |
35,860
-2,930
| -8% | -$297K | 0.01% | 560 |
|
|
2022
Q3 | $3.59M | Sell |
38,790
-3,284
| -8% | -$304K | 0.01% | 519 |
|
|
2022
Q2 | $4.29M | Buy |
42,074
+1,216
| +3% | +$124K | 0.01% | 491 |
|
|
2022
Q1 | $5.51M | Buy |
40,858
+32,398
| +383% | +$4.37M | 0.01% | 431 |
|
|
2021
Q4 | $1.31M | Buy |
8,460
+270
| +3% | +$41.7K | ﹤0.01% | 836 |
|
|
2021
Q3 | $1.05M | Buy |
8,190
+2,586
| +46% | +$332K | ﹤0.01% | 928 |
|
|
2021
Q2 | $735K | Sell |
5,604
-4,280
| -43% | -$561K | ﹤0.01% | 1072 |
|
|
2021
Q1 | $1.2M | Buy |
9,884
+5,618
| +132% | +$684K | ﹤0.01% | 930 |
|
|
2020
Q4 | $466K | Sell |
4,266
-508
| -11% | -$55.5K | ﹤0.01% | 1339 |
|
|
2020
Q3 | $416K | Sell |
4,774
-1,536
| -24% | -$134K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $482K | Buy |
6,310
+2,458
| +64% | +$188K | ﹤0.01% | 1042 |
|
|
2020
Q1 | $226K | Buy |
+3,852
| New | +$226K | ﹤0.01% | 1317 |
|
|
2017
Q4 | – | Sell |
-5,788
| Closed | -$270K | – | 1967 |
|
|
2017
Q3 | $270K | Sell |
5,788
-1,722
| -23% | -$80.3K | ﹤0.01% | 1382 |
|
|
2017
Q2 | $307K | Buy |
7,510
+3,748
| +100% | +$153K | ﹤0.01% | 1269 |
|
|
2017
Q1 | $150K | Sell |
3,762
-404
| -10% | -$16.1K | ﹤0.01% | 1673 |
|
|
2016
Q4 | $149K | Buy |
4,166
+1,224
| +42% | +$43.8K | ﹤0.01% | 1570 |
|
|
2016
Q3 | $102K | Buy |
2,942
+132
| +5% | +$4.58K | ﹤0.01% | 1824 |
|
|
2016
Q2 | $80K | Buy |
2,810
+2,410
| +603% | +$68.6K | ﹤0.01% | 1807 |
|
|
2016
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 3145 |
|
|
2015
Q4 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 3212 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$11K | – | 2594 |
|
|
2015
Q1 | $11K | Sell |
400
-786
| -66% | -$21.6K | ﹤0.01% | 3099 |
|
|
2014
Q4 | $32K | Buy |
1,186
+166
| +16% | +$4.48K | ﹤0.01% | 2287 |
|
|
2014
Q3 | $26K | Sell |
1,020
-130
| -11% | -$3.31K | ﹤0.01% | 2346 |
|
|
2014
Q2 | $28K | Buy |
1,150
+860
| +297% | +$20.9K | ﹤0.01% | 2259 |
|
|
2014
Q1 | $7K | Buy |
+290
| New | +$7K | ﹤0.01% | 2884 |
|