Johnson Investment Counsel’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	$227K	Buy	+815	New	+$227K	﹤0.01%	741
2025 Q1	–	Sell	-891	Closed	-$216K	–	831
2024 Q4	$216K	Sell	891 -52	-6%	-$12.6K	﹤0.01%	741
2024 Q3	$231K	Buy	+943	New	+$231K	﹤0.01%	723