Global Assets Advisory’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	$755K	Sell	2,736 -5,086	-65%	-$1.4M	0.29%	81
2025 Q1	$1.57M	Buy	7,822 +5,402	+223%	+$1.09M	0.3%	77
2024 Q4	$592K	Buy	+2,420	New	+$592K	0.33%	72
2024 Q2	–	Sell	-15,500	Closed	-$68K	–	434
2024 Q1	$68K	Buy	+15,500	New	+$68K	﹤0.01%	525