EP Wealth Advisors’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 | $6.98M | Sell |
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|
2025
Q1 | $5.56M | Buy |
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|
2024
Q4 | $6.26M | Buy |
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|
2024
Q3 | $6.3M | Buy |
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|
2024
Q2 | $6.68M | Sell |
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|
2024
Q1 | $5.78M | Sell |
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|
2023
Q4 | $4.5M | Sell |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $4.1M | Buy |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $3.42M | Buy |
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