MGB 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
$1.59M Sell
5,699
-160
-3% -$44.6K 0.52% 44
2025
Q1
$1.24M Buy
5,859
+480
+9% +$102K 0.45% 58
2024
Q4
$1.31M Buy
5,379
+988
+23% +$240K 0.41% 49
2024
Q3
$1.08M Sell
4,391
-180
-4% -$44.3K 0.39% 61
2024
Q2
$1.25M Sell
4,571
-166
-4% -$45.4K 0.47% 52
2024
Q1
$1.07M Buy
4,737
+105
+2% +$23.6K 0.43% 61
2023
Q4
$810K Buy
+4,632
New +$810K 0.41% 67