Heritage Oak Wealth Advisors’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	$1.62M	Sell	5,803 -17	-0.3%	-$4.74K	0.63%	28
2025 Q1	$1.23M	Sell	5,820 -1,611	-22%	-$341K	0.54%	32
2024 Q4	$1.8M	Buy	+7,431	New	+$1.8M	0.85%	22
2024 Q3	–	Sell	-5,817	Closed	-$1.52M	–	208
2024 Q2	$1.52M	Buy	+5,817	New	+$1.52M	0.77%	25