Fountainhead AM’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
$243K Buy
+871
New +$243K 0.04% 182
2025
Q1
Sell
-3,340
Closed -$809K 192
2024
Q4
$809K Buy
3,340
+970
+41% +$235K 0.15% 56
2024
Q3
$582K Buy
2,370
+409
+21% +$100K 0.12% 63
2024
Q2
$511K Buy
1,961
+832
+74% +$217K 0.12% 65
2024
Q1
$254K Buy
+1,129
New +$254K 0.06% 109