HB Wealth 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
$1.69M Sell
6,070
-3,151
-34% -$879K 0.01% 403
2025
Q1
$1.95M Sell
9,221
-704
-7% -$149K 0.02% 380
2024
Q4
$2.41M Sell
9,925
-190
-2% -$46.1K 0.02% 252
2024
Q3
$2.48M Buy
10,115
+100
+1% +$24.5K 0.03% 242
2024
Q2
$2.61M Buy
10,015
+1,283
+15% +$334K 0.03% 227
2024
Q1
$1.96M Buy
8,732
+2,905
+50% +$654K 0.02% 250
2023
Q4
$1.02M Sell
5,827
-370
-6% -$64.7K 0.01% 314
2023
Q3
$898K Buy
6,197
+1,492
+32% +$216K 0.01% 311
2023
Q2
$716K Buy
4,705
+135
+3% +$20.6K 0.01% 346
2023
Q1
$601K Hold
4,570
0.01% 376
2022
Q4
$464K Buy
4,570
+1,730
+61% +$176K 0.01% 414
2022
Q3
$263K Hold
2,840
0.01% 469
2022
Q2
$289K Sell
2,840
-200
-7% -$20.4K 0.01% 445
2022
Q1
$410K Sell
3,040
-60
-2% -$8.09K 0.01% 381
2021
Q4
$479K Buy
+3,100
New +$479K 0.01% 318