Great Diamond Partners’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
Sell
-7,833
Closed -$1.66M 238
2025
Q1
$1.66M Buy
7,833
+361
+5% +$76.3K 0.45% 67
2024
Q4
$1.81M Buy
7,472
+157
+2% +$38K 0.47% 63
2024
Q3
$1.8M Buy
7,315
+169
+2% +$41.5K 0.46% 62
2024
Q2
$1.86M Sell
7,146
-1,977
-22% -$515K 0.44% 62
2024
Q1
$2.05M Sell
9,123
-2,035
-18% -$458K 0.47% 58
2023
Q4
$1.95M Sell
11,158
-29
-0.3% -$5.07K 0.48% 54
2023
Q3
$1.62M Buy
11,187
+164
+1% +$23.8K 0.44% 59
2023
Q2
$1.68M Buy
11,023
+2,153
+24% +$328K 0.44% 62
2023
Q1
$1.17M Buy
+8,870
New +$1.17M 0.34% 77
2022
Q2
Sell
-8,830
Closed -$1.19M 223
2022
Q1
$1.19M Buy
8,830
+1,002
+13% +$135K 0.33% 75
2021
Q4
$1.21M Sell
7,828
-1,478
-16% -$228K 0.31% 71
2021
Q3
$1.19M Buy
9,306
+288
+3% +$36.9K 0.33% 69
2021
Q2
$1.18M Buy
9,018
+624
+7% +$81.8K 0.33% 71
2021
Q1
$1.02M Buy
8,394
+2,104
+33% +$256K 0.31% 75
2020
Q4
$686K Buy
6,290
+522
+9% +$56.9K 0.22% 83
2020
Q3
$502K Buy
5,768
+646
+13% +$56.2K 0.18% 90
2020
Q2
$391K Buy
5,122
+394
+8% +$30.1K 0.16% 97
2020
Q1
$276K Sell
4,728
-78
-2% -$4.55K 0.14% 100
2019
Q4
$339K Buy
+4,806
New +$339K 0.13% 100