Principle Wealth 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 | $17.8M | Sell |
63,913
-6,782
| -10% | -$1.89M | 1.11% | 15 |
|
|
2025
Q1 | $15M | Buy |
70,695
+8,863
| +14% | +$1.87M | 1.07% | 22 |
|
|
2024
Q4 | $15M | Buy |
61,832
+1,208
| +2% | +$293K | 1.05% | 22 |
|
|
2024
Q3 | $14.9M | Buy |
60,624
+11,938
| +25% | +$2.93M | 1.05% | 25 |
|
|
2024
Q2 | $12.7M | Buy |
48,686
+14,856
| +44% | +$3.87M | 0.97% | 23 |
|
|
2024
Q1 | $7.61M | Buy |
33,830
+5,579
| +20% | +$1.26M | 0.59% | 45 |
|
|
2023
Q4 | $4.94M | Buy |
28,251
+519
| +2% | +$90.8K | 0.43% | 57 |
|
|
2023
Q3 | $4.02M | Buy |
27,732
+834
| +3% | +$121K | 0.4% | 66 |
|
|
2023
Q2 | $4.1M | Buy |
26,898
+670
| +3% | +$102K | 0.41% | 58 |
|
|
2023
Q1 | $3.45M | Buy |
26,228
+562
| +2% | +$74K | 0.37% | 64 |
|
|
2022
Q4 | $2.6M | Buy |
+25,666
| New | +$2.6M | 0.3% | 84 |
|
|
2022
Q3 | – | Sell |
-17,668
| Closed | -$1.8M | – | 303 |
|
|
2022
Q2 | $1.8M | Buy |
17,668
+9,454
| +115% | +$963K | 0.22% | 98 |
|
|
2022
Q1 | $1.11M | Buy |
8,214
+4,984
| +154% | +$672K | 0.12% | 128 |
|
|
2021
Q4 | $499K | Buy |
+3,230
| New | +$499K | 0.05% | 209 |
|