Evolution 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
2026 Q1	$1.82M	Sell	4,744 -260	-5%	-$103K	0.19%	50
2025 Q4	$1.8M	Sell	5,004 -186	-4%	-$65.3K	0.18%	50
2025 Q3	$1.69M	Buy	5,190 +104	+2%	+$30.8K	0.23%	52
2025 Q2	$1.42M	Buy	5,086 +1,150	+29%	+$267K	0.21%	60
2025 Q1	$832K	Buy	3,936 +51	+1%	+$12.2K	0.14%	68
2024 Q4	$941K	Buy	3,885 +1,945	+100%	+$483K	0.16%	64
2024 Q3	$476K	Buy	1,940 +305	+19%	+$74.2K	0.09%	88
2024 Q2	$426K	Buy	1,635 +277	+20%	+$65K	0.08%	87
2024 Q1	$306K	Hold	1,358	–	–	0.06%	100
2023 Q4	$237K	Buy	+1,358	New	+$213K	0.05%	109
2023 Q3	–	Sell	-1,358	Closed	-$207K	–	122
2023 Q2	$207K	Buy	+1,358	New	+$183K	0.05%	105