First Heartland Consultants’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
$1.15M Sell
4,141
-26
-0.6% -$7.25K 0.1% 147
2025
Q1
$881K Buy
4,167
+374
+10% +$79.1K 0.09% 161
2024
Q4
$919K Sell
3,793
-538
-12% -$130K 0.09% 156
2024
Q3
$1.06M Buy
4,331
+1,420
+49% +$349K 0.11% 133
2024
Q2
$759 Buy
2,911
+1,216
+72% +$317 0.05% 201
2024
Q1
$381K Buy
+1,695
New +$381K 0.04% 289