Fulton Breakefield Broenniman’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 Q1	–	Sell	-4,913	Closed	-$1.19M	–	199
2024 Q4	$1.19M	Buy	+4,913	New	+$1.19M	0.09%	87