&Partners’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
$1.3M Sell
4,675
-2,318
-33% -$646K 0.01% 859
2025
Q1
$1.49M Sell
6,993
-4,408
-39% -$938K 0.02% 657
2024
Q4
$2.87M Buy
11,401
+404
+4% +$102K 0.03% 390
2024
Q3
$2.69M Buy
10,997
+2,655
+32% +$650K 0.05% 309
2024
Q2
$2.17M Buy
+8,342
New +$2.17M 0.1% 200