Regal Investment 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	$2.65M	Buy	6,902 +143	+2%	+$56.8K	0.15%	162
2025 Q4	$2.43M	Sell	6,759 -3,087	-31%	-$1.08M	0.15%	162
2025 Q3	$3.21M	Buy	9,846 +4,011	+69%	+$1.19M	0.21%	130
2025 Q2	$1.63M	Sell	5,835 -469	-7%	-$109K	0.12%	177
2025 Q1	$1.33M	Sell	6,304 -1,171	-16%	-$281K	0.11%	186
2024 Q4	$1.81M	Sell	7,475 -2,515	-25%	-$624K	0.14%	169
2024 Q3	$2.45M	Buy	9,990 +1,219	+14%	+$296K	0.17%	150
2024 Q2	$2.29M	Buy	8,771 +1,203	+16%	+$282K	0.15%	158
2024 Q1	$1.7M	Buy	7,568 +551	+8%	+$111K	0.12%	192
2023 Q4	$1.23M	Buy	7,017 +325	+5%	+$50.9K	0.09%	205
2023 Q3	$970K	Buy	6,692 +3,349	+100%	+$507K	0.08%	212
2023 Q2	$509K	Buy	+3,343	New	+$452K	0.04%	292
2021 Q1	–	Sell	-5,054	Closed	-$552K	–	358
2020 Q4	$552K	Buy	+5,054	New	+$501K	0.06%	269
2020 Q3	–	Sell	-3,252	Closed	-$248K	–	237
2020 Q2	$248K	Buy	+3,252	New	+$223K	0.05%	268
2015 Q3	–	Sell	-48	Closed	-$1K	–	1100
2015 Q2	$1K	Hold	48	–	–	﹤0.01%	897
2015 Q1	$1K	Sell	48 -2,966	-98%	-$82K	﹤0.01%	948
2014 Q4	$82K	Sell	3,014 -2,796	-48%	-$72.8K	0.02%	337
2014 Q3	$148K	Buy	+5,810	New	+$147K	0.04%	256