EP Wealth Advisors’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 | $6.98M | Sell |
25,017
-1,267
| -5% | -$353K | 0.05% | 225 |
|
|
2025
Q1 | $5.56M | Buy |
26,284
+434
| +2% | +$91.8K | 0.04% | 211 |
|
|
2024
Q4 | $6.26M | Buy |
25,850
+174
| +0.7% | +$42.1K | 0.05% | 191 |
|
|
2024
Q3 | $6.3M | Buy |
25,676
+65
| +0.3% | +$16K | 0.05% | 197 |
|
|
2024
Q2 | $6.68M | Sell |
25,611
-90
| -0.4% | -$23.5K | 0.07% | 152 |
|
|
2024
Q1 | $5.78M | Sell |
25,701
-55
| -0.2% | -$12.4K | 0.07% | 156 |
|
|
2023
Q4 | $4.5M | Sell |
25,756
-671
| -3% | -$117K | 0.06% | 171 |
|
|
2023
Q3 | $3.83M | Sell |
26,427
-255,717
| -91% | -$37.1M | 0.06% | 175 |
|
|
2023
Q2 | $4.1M | Buy |
282,144
+268,506
| +1,969% | +$3.9M | 0.06% | 169 |
|
|
2023
Q1 | $573K | Sell |
13,638
-20,056
| -60% | -$843K | 0.01% | 392 |
|
|
2022
Q4 | $3.42M | Buy |
+33,694
| New | +$3.42M | 0.06% | 162 |
|