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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
5,643
-62,096
-92% -$17.3M 0.07% 233
2025
Q1
$14.3M Sell
67,739
-1,247
-2% -$264K 0.69% 23
2024
Q4
$16.7M Sell
68,986
-19
-0% -$4.6K 0.79% 20
2024
Q3
$16.9M Buy
69,005
+5,392
+8% +$1.32M 0.83% 17
2024
Q2
$16.6M Buy
+63,613
New +$16.6M 1.98% 6
2024
Q1
Sell
-25,618
Closed -$4.48M 474
2023
Q4
$4.48M Buy
25,618
+1,994
+8% +$349K 0.29% 77
2023
Q3
$3.43M Buy
+23,624
New +$3.43M 0.21% 98
2023
Q1
Sell
-5,114
Closed -$519K 562
2022
Q4
$519K Sell
5,114
-2,036
-28% -$207K 0.05% 299
2022
Q3
$662K Buy
7,150
+650
+10% +$60.2K 0.07% 239
2022
Q2
$662K Buy
6,500
+236
+4% +$24K 0.05% 294
2022
Q1
$845K Buy
6,264
+396
+7% +$53.4K 0.09% 175
2021
Q4
$906K Sell
5,868
-8,816
-60% -$1.36M 0.1% 165
2021
Q3
$1.88M Buy
+14,684
New +$1.88M 0.23% 88
2019
Q3
Sell
-490
Closed -$270 439
2019
Q2
$270 Buy
+490
New +$270 0.01% 480