Palo Alto Wealth 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 | $266K | Hold |
955
| – | – | 0.1% | 47 |
|
|
2025
Q1 | $235K | Hold |
955
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $231K | Hold |
955
| – | – | 0.08% | 49 |
|
|
2024
Q3 | $241K | Hold |
955
| – | – | 0.1% | 47 |
|
|
2024
Q2 | $249K | Hold |
955
| – | – | 0.17% | 38 |
|
|
2024
Q1 | $215K | Buy |
+955
| New | +$215K | 0.15% | 41 |
|