Fiduciary 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
$12.2M Sell
43,862
-3,018
-6% -$842K 4.05% 8
2025
Q1
$9.91M Buy
46,880
+5,239
+13% +$1.11M 3.27% 9
2024
Q4
$10.1M Buy
41,641
+8,134
+24% +$1.97M 3.27% 8
2024
Q3
$8.22M Buy
33,507
+2,189
+7% +$537K 2.79% 10
2024
Q2
$8.16M Buy
31,318
+4,033
+15% +$1.05M 2.92% 9
2024
Q1
$6.14M Buy
27,285
+7,193
+36% +$1.62M 2.32% 11
2023
Q4
$3.51M Buy
20,092
+13,633
+211% +$2.38M 1.5% 15
2023
Q3
$936K Buy
+6,459
New +$936K 0.44% 34