Lyell Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Lyell Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.3M	Buy	72,746 +4,251	+6%	+$1.19M	1.6%	14
2025 Q1	$14.5M	Buy	68,495 +5,907	+9%	+$1.25M	1.35%	20
2024 Q4	$15.2M	Buy	62,588 +2,367	+4%	+$573K	1.36%	21
2024 Q3	$14.8M	Buy	60,221 +1,570	+3%	+$385K	1.34%	20
2024 Q2	$15.3M	Buy	58,651 +2,707	+5%	+$706K	1.46%	17
2024 Q1	$12.6M	Sell	55,944 -2,384	-4%	-$536K	1.28%	22
2023 Q4	$10.2M	Buy	58,328 +3,626	+7%	+$634K	1.16%	29
2023 Q3	$7.93M	Sell	54,702 -390	-0.7%	-$56.5K	1.07%	35
2023 Q2	$8.39M	Buy	55,092 +696	+1%	+$106K	1.07%	32
2023 Q1	$7.16M	Buy	54,396 +900	+2%	+$118K	1%	35
2022 Q4	$5.43M	Sell	53,496 -366	-0.7%	-$37.1K	0.86%	47
2022 Q3	$4.99M	Sell	53,862 -326	-0.6%	-$30.2K	0.85%	44
2022 Q2	$5.52M	Sell	54,188 -390	-0.7%	-$39.7K	0.9%	37
2022 Q1	$7.36M	Buy	54,578 +302	+0.6%	+$40.7K	0.95%	35
2021 Q4	$8.38M	Buy	54,276 +732	+1%	+$113K	0.96%	40
2021 Q3	$6.86M	Buy	53,544 +552	+1%	+$70.7K	0.83%	45
2021 Q2	$6.95M	Buy	52,992 +1,586	+3%	+$208K	0.86%	45
2021 Q1	$6.26M	Buy	51,406 +656	+1%	+$79.9K	0.91%	45
2020 Q4	$5.54M	Buy	50,750 +2,258	+5%	+$247K	0.89%	46
2020 Q3	$4.22M	Buy	48,492 +4,424	+10%	+$385K	0.79%	52
2020 Q2	$3.37M	Buy	44,068 +9,868	+29%	+$754K	0.74%	55
2020 Q1	$2M	Buy	34,200 +2,928	+9%	+$171K	0.6%	57
2019 Q4	$2.21M	Buy	31,272 +3,298	+12%	+$233K	0.59%	55
2019 Q3	$1.67M	Sell	27,974 -232	-0.8%	-$13.8K	0.5%	59
2019 Q2	$1.55M	Sell	28,206 -312	-1%	-$17.2K	0.47%	61
2019 Q1	$1.52M	Buy	28,518 +3,212	+13%	+$171K	0.51%	59
2018 Q4	$1.1M	Sell	25,306 -8,550	-25%	-$373K	0.46%	61
2018 Q3	$1.8M	Buy	33,856 +1,268	+4%	+$67.5K	0.61%	57
2018 Q2	$1.67M	Buy	32,588 +1,480	+5%	+$76K	0.61%	56
2018 Q1	$1.62M	Buy	31,108 +14,390	+86%	+$750K	0.6%	57
2017 Q4	$818K	Buy	16,718 +8,810	+111%	+$431K	0.32%	73
2017 Q3	$369K	Buy	7,908 +2,938	+59%	+$137K	0.16%	87
2017 Q2	$203K	Buy	+4,970	New	+$203K	0.1%	96