Miller Investment Management’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
2025
Q2
$33.2M Buy
2025
Q1
$25.1M Sell
2024
Q4
$28.8M Buy
2024
Q3
$29.1M Buy
2024
Q2
$30.8M Buy
2024
Q1
$17.8M Buy
2023
Q4
$13.7M Sell
2023
Q3
$11.4M Sell
2023
Q2
$12.1M Sell
2023
Q1
$10.5M Sell
2022
Q4
$8.31M Sell
2022
Q3
$8.2M Sell
2022
Q2
$10M Sell
2022
Q1
$16.2M Sell
2021
Q4
$20M Sell
2021
Q3
$16.8M Sell
2021
Q2
$18.8M Buy
2021
Q1
$17.3M Buy