MW
Marks Wealth’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
+68,859
| New | +$19.2M | 6.23% | 7 |
|
|
2024
Q4 | – | Sell |
-60,560
| Closed | -$14.9M | – | 24 |
|
|
2024
Q3 | $14.9M | Sell |
60,560
-79,977
| -57% | -$19.6M | 6.38% | 6 |
|
|
2024
Q2 | $36.6M | Buy |
+140,537
| New | +$36.6M | 16.17% | 3 |
|
|
2022
Q2 | – | Sell |
-1,323
| Closed | -$357K | – | 28 |
|
|
2022
Q1 | $357K | Sell |
1,323
-568
| -30% | -$153K | 0.11% | 28 |
|
|
2021
Q4 | $584K | Sell |
1,891
-30
| -2% | -$9.27K | 0.18% | 20 |
|
|
2021
Q3 | $492K | Sell |
1,921
-117,792
| -98% | -$30.2M | 0.16% | 21 |
|
|
2021
Q2 | $31.4M | Buy |
119,713
+748
| +0.6% | +$196K | 10.59% | 1 |
|
|
2021
Q1 | $29M | Buy |
118,965
+23,464
| +25% | +$5.71M | 9.52% | 1 |
|
|
2020
Q4 | $20.9M | Buy |
+95,501
| New | +$20.9M | 7.24% | 4 |
|