Cyndeo 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
2026 Q1	$965K	Buy	2,517 +176	+8%	+$69.9K	0.05%	240
2025 Q4	$843K	Hold	2,341	–	–	0.05%	256
2025 Q3	$764K	Hold	2,341	–	–	0.04%	265
2025 Q2	$653K	Hold	2,341	–	–	0.04%	275
2025 Q1	$495K	Buy	2,341 +9	+0.4%	+$2.16K	0.03%	298
2024 Q4	$565K	Hold	2,332	–	–	0.04%	278
2024 Q3	$572K	Hold	2,332	–	–	0.04%	280
2024 Q2	$608K	Hold	2,332	–	–	0.05%	256
2024 Q1	$525K	Buy	2,332 +106	+5%	+$21.3K	0.04%	256
2023 Q4	$389K	Buy	2,226 +8	+0.4%	+$1.25K	0.04%	277
2023 Q3	$322K	Hold	2,218	–	–	0.03%	266
2023 Q2	$338K	Hold	2,218	–	–	0.04%	251
2023 Q1	$292K	Hold	2,218	–	–	0.03%	265
2022 Q4	$225K	Buy	+2,218	New	+$225K	0.03%	286