OneDigital Investment Advisors’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 | $696K | Sell |
2,497
-1,561
| -38% | -$435K | 0.01% | 774 |
|
|
2025
Q1 | $858K | Sell |
4,058
-27
| -0.7% | -$5.71K | 0.01% | 654 |
|
|
2024
Q4 | $989K | Buy |
4,085
+569
| +16% | +$138K | 0.01% | 636 |
|
|
2024
Q3 | $863K | Buy |
3,516
+155
| +5% | +$38K | 0.01% | 707 |
|
|
2024
Q2 | $876K | Buy |
3,361
+170
| +5% | +$44.3K | 0.01% | 663 |
|
|
2024
Q1 | $718K | Buy |
3,191
+762
| +31% | +$171K | 0.01% | 613 |
|
|
2023
Q4 | $425K | Sell |
2,429
-1,534
| -39% | -$268K | 0.01% | 775 |
|
|
2023
Q3 | $575K | Buy |
3,963
+1,029
| +35% | +$149K | 0.01% | 592 |
|
|
2023
Q2 | $447K | Buy |
2,934
+1,358
| +86% | +$207K | 0.01% | 678 |
|
|
2023
Q1 | $207K | Buy |
+1,576
| New | +$207K | ﹤0.01% | 907 |
|
|
2022
Q3 | – | Sell |
-4,590
| Closed | -$468K | – | 793 |
|
|
2022
Q2 | $468K | Buy |
4,590
+900
| +24% | +$91.8K | 0.02% | 432 |
|
|
2022
Q1 | $498K | Buy |
3,690
+1,300
| +54% | +$175K | 0.02% | 440 |
|
|
2021
Q4 | $369K | Buy |
2,390
+550
| +30% | +$84.9K | 0.01% | 524 |
|
|
2021
Q3 | $236K | Buy |
+1,840
| New | +$236K | 0.01% | 627 |
|