MWM
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Mascagni Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Mascagni 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 		$1.68M Sell
6,015
-1,276
-18% -$356K 1.43% 17
2025
Q1 		$1.54M Hold
7,291
– – 1.53% 19
2024
Q4 		$1.54M Buy
+7,291
New +$1.54M 1.53% 19