Miller Investment 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 | $33.2M | Buy |
119,031
+124
| +0.1% | +$34.6K | 3.49% | 7 |
|
|
2025
Q1 | $25.1M | Sell |
118,907
-178
| -0.1% | -$37.6K | 2.78% | 8 |
|
|
2024
Q4 | $28.8M | Buy |
119,085
+651
| +0.5% | +$158K | 3.16% | 7 |
|
|
2024
Q3 | $29.1M | Buy |
118,434
+146
| +0.1% | +$35.8K | 3.03% | 7 |
|
|
2024
Q2 | $30.8M | Buy |
118,288
+39,190
| +50% | +$10.2M | 3.68% | 7 |
|
|
2024
Q1 | $17.8M | Buy |
79,098
+604
| +0.8% | +$136K | 2.27% | 11 |
|
|
2023
Q4 | $13.7M | Sell |
78,494
-126
| -0.2% | -$22K | 1.95% | 16 |
|
|
2023
Q3 | $11.4M | Sell |
78,620
-722
| -0.9% | -$105K | 1.79% | 17 |
|
|
2023
Q2 | $12.1M | Sell |
79,342
-74
| -0.1% | -$11.3K | 1.84% | 16 |
|
|
2023
Q1 | $10.5M | Sell |
79,416
-2,476
| -3% | -$326K | 1.73% | 16 |
|
|
2022
Q4 | $8.31M | Sell |
81,892
-6,708
| -8% | -$681K | 1.42% | 15 |
|
|
2022
Q3 | $8.2M | Sell |
88,600
-9,834
| -10% | -$910K | 1.71% | 13 |
|
|
2022
Q2 | $10M | Sell |
98,434
-21,724
| -18% | -$2.21M | 2.06% | 12 |
|
|
2022
Q1 | $16.2M | Sell |
120,158
-9,186
| -7% | -$1.24M | 2.55% | 11 |
|
|
2021
Q4 | $20M | Sell |
129,344
-1,476
| -1% | -$228K | 2.86% | 11 |
|
|
2021
Q3 | $16.8M | Sell |
130,820
-12,502
| -9% | -$1.6M | 2.88% | 10 |
|
|
2021
Q2 | $18.8M | Buy |
143,322
+948
| +0.7% | +$124K | 3.27% | 8 |
|
|
2021
Q1 | $17.3M | Buy |
+142,374
| New | +$17.3M | 3.21% | 8 |
|