Keudell/Morrison 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
2025
Q2
$918K Hold
2025
Q1
$696K Hold
2024
Q4
$797K Hold
2024
Q3
$808K Hold
2024
Q2
$858K Sell
2024
Q1
$741K Buy
2023
Q4
$575K Sell
2023
Q3
$478K Buy
2023
Q2
$501K Hold
2023
Q1
$433K Hold
2022
Q4
$334K Hold
2022
Q3
$305K Hold
2022
Q2
$335K Hold
2022
Q1
$444K Hold
2021
Q4
$508K Hold
2021
Q3
$422K Hold
2021
Q2
$431K Buy