Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.9M | Buy |
77,905
+237
| +0.3% | +$94.1K | 2.2% | 8 |
|
|
2025
Q4 | $28M | Buy |
77,668
+399
| +0.5% | +$140K | 2.03% | 9 |
|
|
2025
Q3 | $25.2M | Buy |
77,269
+4,523
| +6% | +$1.34M | 1.87% | 10 |
|
|
2025
Q2 | $20.3M | Buy |
72,746
+4,251
| +6% | +$986K | 1.6% | 14 |
|
|
2025
Q1 | $14.5M | Buy |
68,495
+5,907
| +9% | +$1.42M | 1.35% | 20 |
|
|
2024
Q4 | $15.2M | Buy |
62,588
+2,367
| +4% | +$587K | 1.36% | 21 |
|
|
2024
Q3 | $14.8M | Buy |
60,221
+1,570
| +3% | +$382K | 1.34% | 20 |
|
|
2024
Q2 | $15.3M | Buy |
58,651
+2,707
| +5% | +$635K | 1.46% | 17 |
|
|
2024
Q1 | $12.6M | Sell |
55,944
-2,384
| -4% | -$479K | 1.28% | 22 |
|
|
2023
Q4 | $10.2M | Buy |
58,328
+3,626
| +7% | +$568K | 1.16% | 29 |
|
|
2023
Q3 | $7.93M | Sell |
54,702
-390
| -0.7% | -$59.1K | 1.07% | 35 |
|
|
2023
Q2 | $8.39M | Buy |
55,092
+696
| +1% | +$94K | 1.07% | 32 |
|
|
2023
Q1 | $7.16M | Buy |
54,396
+900
| +2% | +$108K | 1% | 35 |
|
|
2022
Q4 | $5.43M | Sell |
53,496
-366
| -0.7% | -$37.2K | 0.86% | 47 |
|
|
2022
Q3 | $4.99M | Sell |
53,862
-326
| -0.6% | -$35.5K | 0.85% | 44 |
|
|
2022
Q2 | $5.52M | Sell |
54,188
-390
| -0.7% | -$45.3K | 0.9% | 37 |
|
|
2022
Q1 | $7.36M | Buy |
54,578
+302
| +0.6% | +$41.4K | 0.95% | 35 |
|
|
2021
Q4 | $8.38M | Buy |
54,276
+732
| +1% | +$106K | 0.96% | 40 |
|
|
2021
Q3 | $6.86M | Buy |
53,544
+552
| +1% | +$72.7K | 0.83% | 45 |
|
|
2021
Q2 | $6.95M | Buy |
52,992
+1,586
| +3% | +$196K | 0.86% | 45 |
|
|
2021
Q1 | $6.26M | Buy |
51,406
+656
| +1% | +$77.7K | 0.91% | 45 |
|
|
2020
Q4 | $5.54M | Buy |
50,750
+2,258
| +5% | +$224K | 0.89% | 46 |
|
|
2020
Q3 | $4.22M | Buy |
48,492
+4,424
| +10% | +$371K | 0.79% | 52 |
|
|
2020
Q2 | $3.37M | Buy |
44,068
+9,868
| +29% | +$678K | 0.74% | 55 |
|
|
2020
Q1 | $2M | Buy |
34,200
+2,928
| +9% | +$197K | 0.6% | 57 |
|
|
2019
Q4 | $2.21M | Buy |
31,272
+3,298
| +12% | +$216K | 0.59% | 55 |
|
|
2019
Q3 | $1.67M | Sell |
27,974
-232
| -0.8% | -$13.4K | 0.5% | 59 |
|
|
2019
Q2 | $1.55M | Sell |
28,206
-312
| -1% | -$17K | 0.47% | 61 |
|
|
2019
Q1 | $1.52M | Buy |
28,518
+3,212
| +13% | +$159K | 0.51% | 59 |
|
|
2018
Q4 | $1.1M | Sell |
25,306
-8,550
| -25% | -$401K | 0.46% | 61 |
|
|
2018
Q3 | $1.8M | Buy |
33,856
+1,268
| +4% | +$67.3K | 0.61% | 57 |
|
|
2018
Q2 | $1.67M | Buy |
32,588
+1,480
| +5% | +$77.3K | 0.61% | 56 |
|
|
2018
Q1 | $1.62M | Buy |
31,108
+14,390
| +86% | +$758K | 0.6% | 57 |
|
|
2017
Q4 | $818K | Buy |
16,718
+8,810
| +111% | +$439K | 0.32% | 73 |
|
|
2017
Q3 | $369K | Buy |
7,908
+2,938
| +59% | +$128K | 0.16% | 87 |
|
|
2017
Q2 | $203K | Buy |
+4,970
| New | +$205K | 0.1% | 96 |
|
Other funds holding SMH
MMH
MIH