Hall Capital Management’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
$3.59M Buy
12,867
+37
+0.3% +$10.3K 1.52% 20
2025
Q1
$2.71M Buy
12,830
+2,219
+21% +$469K 1.26% 27
2024
Q4
$2.57M Buy
+10,611
New +$2.57M 1.2% 29
2024
Q2
$2.78M Sell
10,646
-819
-7% -$214K 1.32% 27
2024
Q1
$2.58M Sell
11,465
-556
-5% -$125K 1.27% 29
2023
Q4
$2.1M Buy
12,021
+1,851
+18% +$324K 1.23% 31
2023
Q3
$1.47M Buy
10,170
+1,582
+18% +$229K 0.95% 39
2023
Q2
$1.31M Sell
8,588
-456
-5% -$69.4K 0.74% 40
2023
Q1
$1.19M Sell
9,044
-1,674
-16% -$220K 0.71% 41
2022
Q4
$1.09M Buy
10,718
+1,466
+16% +$149K 0.65% 44
2022
Q3
$856K Buy
9,252
+620
+7% +$57.4K 0.57% 47
2022
Q2
$879K Buy
8,632
+300
+4% +$30.5K 0.58% 44
2022
Q1
$1.12M Buy
8,332
+244
+3% +$32.9K 0.66% 44
2021
Q4
$1.25M Buy
8,088
+3,836
+90% +$592K 0.71% 42
2021
Q3
$545K Buy
4,252
+386
+10% +$49.5K 0.35% 61
2021
Q2
$507K Buy
+3,866
New +$507K 0.33% 66
2020
Q4
$305K Buy
+2,790
New +$305K 0.22% 76