Kanawha Capital 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
$285K Hold
1,021
0.02% 185
2025
Q1
$216K Hold
1,021
0.02% 207
2024
Q4
$247K Hold
1,021
0.02% 195
2024
Q3
$251K Hold
1,021
0.02% 210
2024
Q2
$266K Buy
+1,021
New +$266K 0.02% 199