Heritage Wealth Management (Ohio)’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	$251K	Buy	+900	New	+$251K	0.08%	205
2025 Q1	–	Sell	-900	Closed	-$218K	–	237
2024 Q4	$218K	Hold	900	–	–	0.07%	215
2024 Q3	$221K	Hold	900	–	–	0.07%	212
2024 Q2	$243K	Buy	+900	New	+$243K	0.08%	197