Ranch Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$619K	Sell	1,616 -287	-15%	-$114K	0.23%	94
2025 Q4	$685K	Sell	1,903 -29	-2%	-$10.2K	0.25%	90
2025 Q3	$630K	Buy	1,932 +4	+0.2%	+$1.18K	0.24%	90
2025 Q2	$538K	Buy	1,928 +90	+5%	+$20.9K	0.23%	93
2025 Q1	$389K	Sell	1,838 -121	-6%	-$29K	0.18%	108
2024 Q4	$474K	Sell	1,959 -20	-1%	-$4.96K	0.22%	98
2024 Q3	$486K	Sell	1,979 -279	-12%	-$67.8K	0.23%	100
2024 Q2	$589K	Sell	2,258 -115	-5%	-$27K	0.31%	83
2024 Q1	$534K	Buy	2,373 +29	+1%	+$5.83K	0.29%	91
2023 Q4	$410K	Buy	2,344 +87	+4%	+$13.6K	0.26%	106
2023 Q3	$327K	Buy	2,257 +74	+3%	+$11.2K	0.23%	106
2023 Q2	$332K	Buy	2,183 +43	+2%	+$5.81K	0.23%	108
2023 Q1	$282K	Buy	2,140 +120	+6%	+$14.4K	0.21%	120
2022 Q4	$205K	Buy	+2,020	New	+$205K	0.16%	139