Napa 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
$868K Sell
3,112
-580
-16% -$162K 0.42% 62
2025
Q1
$781K Sell
3,692
-796
-18% -$168K 0.44% 56
2024
Q4
$1.09M Buy
4,488
+897
+25% +$217K 0.47% 55
2024
Q3
$881K Sell
3,591
-65
-2% -$16K 0.42% 75
2024
Q2
$953K Buy
3,656
+62
+2% +$16.2K 0.64% 33
2024
Q1
$809K Buy
3,594
+97
+3% +$21.8K 0.43% 21
2023
Q4
$611K Buy
+3,497
New +$611K 0.33% 59