Measured Wealth Private Client Group’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	$10.3M	Buy	26,937 +555	+2%	+$220K	2.82%	10
2025 Q4	$9.5M	Buy	26,382 +25,810	+4,512%	+$9.06M	2.51%	10
2025 Q3	$187K	Buy	+572	New	+$169K	0.05%	189
2025 Q1	–	Sell	-945	Closed	-$229K	–	191
2024 Q4	$229K	Sell	945 -142	-13%	-$35.2K	0.07%	160
2024 Q3	$267K	Hold	1,087	–	–	0.09%	147
2024 Q2	$283K	Sell	1,087 -822	-43%	-$193K	0.1%	153
2024 Q1	$430K	Sell	1,909 -2,424	-56%	-$487K	0.15%	107
2023 Q4	$758K	Buy	4,333 +1,113	+35%	+$174K	0.28%	58
2023 Q3	$467K	Sell	3,220 -576	-15%	-$87.2K	0.19%	85
2023 Q2	$578K	Sell	3,796 -632	-14%	-$85.4K	0.22%	72
2023 Q1	$583K	Buy	+4,428	New	+$531K	0.22%	63
2018 Q4	–	Sell	-202	Closed	-$10K	–	605
2018 Q3	$10K	Buy	+202	New	+$10.7K	0.01%	624