Oliver Lagore Vanvalin Investment Group’s VanEck Semiconductor ETF SMH Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$1.19M	Buy	+5,608	New	+$1.3M	0.47%	53
2024 Q4	$1.2M	Buy	4,940 +140	+3%	+$34.7K	0.31%	66
2024 Q3	$1.18M	Buy	4,800 +4,786	+34,186%	+$1.16M	0.32%	64
2024 Q2	$3.65K	Hold	14	–	–	﹤0.01%	538
2024 Q1	$3.15K	Buy	+14	New	+$2.81K	﹤0.01%	574
2023 Q1	–	Sell	-182	Closed	-$18.6K	–	732
2022 Q4	$18.6K	Sell	182 -370	-67%	-$37.6K	0.01%	285
2022 Q3	$51K	Sell	552 -132	-19%	-$14.4K	0.03%	166
2022 Q2	$70K	Sell	684 -12	-2%	-$1.39K	0.04%	152
2022 Q1	$94K	Buy	+696	New	+$95.3K	0.06%	133

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SMH Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2025: 5,608 shares worth $1.19M. The stake represents 0.47% of the portfolio and ranks #53 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SMH as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SMH in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.2M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 5,608 shares of VanEck Semiconductor ETF worth $1.19M as of Q2 2025.
VanEck Semiconductor ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
VanEck Semiconductor ETF made up 0.47% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #53 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's VanEck Semiconductor ETF position peaked at $1.2M in Q4 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.