Lowe 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
$135K Buy
484
+13
+3% +$3.63K 0.05% 76
2025
Q1
$99.6K Sell
471
-1,478
-76% -$313K 0.04% 91
2024
Q4
$472K Sell
1,949
-565
-22% -$137K 0.2% 34
2024
Q3
$617K Sell
2,514
-1,706
-40% -$419K 0.27% 31
2024
Q2
$1.1M Sell
4,220
-200
-5% -$52.1K 0.5% 20
2024
Q1
$994K Sell
4,420
-55
-1% -$12.4K 0.46% 23
2023
Q4
$783K Buy
4,475
+5
+0.1% +$874 0.39% 22
2023
Q3
$648K Sell
4,470
-25
-0.6% -$3.63K 0.34% 23
2023
Q2
$684K Sell
4,495
-45
-1% -$6.85K 0.35% 24
2023
Q1
$597K Sell
4,540
-690
-13% -$90.8K 0.32% 23
2022
Q4
$531K Sell
5,230
-730
-12% -$74.1K 0.29% 30
2022
Q3
$552K Sell
5,960
-1,390
-19% -$129K 0.32% 27
2022
Q2
$749K Sell
7,350
-850
-10% -$86.6K 0.41% 22
2022
Q1
$1.11M Sell
8,200
-540
-6% -$72.8K 0.5% 23
2021
Q4
$1.35M Buy
8,740
+10
+0.1% +$1.54K 0.59% 21
2021
Q3
$1.12M Sell
8,730
-300
-3% -$38.5K 0.53% 22
2021
Q2
$1.18M Sell
9,030
-240
-3% -$31.5K 0.57% 19
2021
Q1
$1.13M Buy
9,270
+110
+1% +$13.4K 0.57% 20
2020
Q4
$1M Buy
9,160
+180
+2% +$19.7K 0.51% 19
2020
Q3
$782K Buy
8,980
+20
+0.2% +$1.74K 0.43% 18
2020
Q2
$685K Buy
8,960
+8,860
+8,860% +$677K 0.4% 19
2020
Q1
$6K Buy
+100
New +$6K ﹤0.01% 183