Parker Investment 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	$12.6M	Buy	+45,022	New	+$12.6M	1.76%	13
2021 Q1	–	Sell	-7,768	Closed	-$848K	–	47
2020 Q4	$848K	Buy	+7,768	New	+$848K	0.15%	28
2016 Q4	–	Sell	-5,904	Closed	-$205K	–	23
2016 Q3	$205K	Buy	+5,904	New	+$205K	0.07%	33