Owen LaRue’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
Q1
Sell
-1,056
Closed -$256K 105
2024
Q4
$256K Sell
1,056
-100
-9% -$24.2K 0.13% 81
2024
Q3
$284K Sell
1,156
-4,650
-80% -$1.14M 0.15% 79
2024
Q2
$1.51M Buy
5,806
+1,254
+28% +$327K 0.94% 30
2024
Q1
$1.02M Buy
+4,552
New +$1.02M 0.64% 36