PWA
PCG Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
8,902
+1,936
| +28% | +$540K | 1.27% | 25 |
|
|
2025
Q1 | $1.47M | Buy |
6,966
+1,463
| +27% | +$309K | 0.51% | 60 |
|
|
2024
Q4 | $1.33M | Buy |
5,503
+383
| +7% | +$92.7K | 0.49% | 61 |
|
|
2024
Q3 | $1.26M | Buy |
5,120
+781
| +18% | +$192K | 0.48% | 61 |
|
|
2024
Q2 | $1.13M | Buy |
4,339
+738
| +20% | +$192K | 0.49% | 55 |
|
|
2024
Q1 | $810K | Buy |
3,601
+987
| +38% | +$222K | 0.39% | 55 |
|
|
2023
Q4 | $457K | Buy |
2,614
+549
| +27% | +$96K | 0.26% | 63 |
|
|
2023
Q3 | $299K | Buy |
+2,065
| New | +$299K | 0.2% | 76 |
|