HB Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Buy	7,081 +390	+6%	+$155K	0.02%	367
2025 Q4	$2.41M	Buy	6,691 +4	+0.1%	+$1.4K	0.02%	373
2025 Q3	$2.18M	Buy	6,687 +617	+10%	+$183K	0.01%	396
2025 Q2	$1.69M	Sell	6,070 -3,151	-34%	-$731K	0.01%	412
2025 Q1	$1.95M	Sell	9,221 -704	-7%	-$169K	0.02%	388
2024 Q4	$2.41M	Sell	9,925 -190	-2%	-$47.1K	0.02%	253
2024 Q3	$2.48M	Buy	10,115 +100	+1%	+$24.3K	0.03%	243
2024 Q2	$2.61M	Buy	10,015 +1,283	+15%	+$301K	0.03%	228
2024 Q1	$1.96M	Buy	8,732 +2,905	+50%	+$584K	0.02%	250
2023 Q4	$1.02M	Sell	5,827 -370	-6%	-$57.9K	0.01%	314
2023 Q3	$898K	Buy	6,197 +1,492	+32%	+$226K	0.01%	312
2023 Q2	$716K	Buy	4,705 +135	+3%	+$18.2K	0.01%	347
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%	470
2022 Q2	$289K	Sell	2,840 -200	-7%	-$23.2K	0.01%	445
2022 Q1	$410K	Sell	3,040 -60	-2%	-$8.22K	0.01%	381
2021 Q4	$479K	Buy	+3,100	New	+$448K	0.01%	318