Moisand Fitzgerald Tamayo’s VanEck Semiconductor ETF SMH Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.2K	Buy	40 +29	+264%	+$15.8K	﹤0.01%	262
2026 Q1	$4.22K	Hold	11	–	–	﹤0.01%	420
2025 Q4	$3.96K	Hold	11	–	–	﹤0.01%	426
2025 Q3	$3.59K	Hold	11	–	–	﹤0.01%	463
2025 Q2	$3.07K	Hold	11	–	–	﹤0.01%	461
2025 Q1	$2.33K	Hold	11	–	–	﹤0.01%	493
2024 Q4	$2.66K	Hold	11	–	–	﹤0.01%	490
2024 Q3	$2.7K	Hold	11	–	–	﹤0.01%	502
2024 Q2	$2.87K	Sell	11 -5	-31%	-$1.17K	﹤0.01%	458
2024 Q1	$3.6K	Sell	16 -10	-38%	-$2.01K	﹤0.01%	421
2023 Q4	$4.55K	Hold	26	–	–	﹤0.01%	437
2023 Q3	$3.77K	Sell	26 -174	-87%	-$26.4K	﹤0.01%	466
2023 Q2	$30.4K	Hold	200	–	–	0.01%	214
2023 Q1	$26.3K	Buy	+200	New	+$24K	0.01%	230

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return