Robertson Stephens Wealth Management’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 | $2.42M | Buy |
8,687
+113
| +1% | +$31.5K | 0.08% | 167 |
|
|
2025
Q1 | $1.81M | Sell |
8,574
-12,732
| -60% | -$2.69M | 0.06% | 195 |
|
|
2024
Q4 | $5.16M | Buy |
21,306
+932
| +5% | +$226K | 0.18% | 106 |
|
|
2024
Q3 | $5M | Sell |
20,374
-299
| -1% | -$73.4K | 0.18% | 111 |
|
|
2024
Q2 | $5.39M | Sell |
20,673
-173
| -0.8% | -$45.1K | 0.27% | 65 |
|
|
2024
Q1 | $4.69M | Buy |
20,846
+12,899
| +162% | +$2.9M | 0.25% | 65 |
|
|
2023
Q4 | $1.39M | Sell |
7,947
-30,122
| -79% | -$5.27M | 0.08% | 186 |
|
|
2023
Q3 | $5.52M | Buy |
38,069
+2,848
| +8% | +$413K | 0.37% | 58 |
|
|
2023
Q2 | $5.36M | Buy |
35,221
+19,667
| +126% | +$2.99M | 0.38% | 61 |
|
|
2023
Q1 | $2.05M | Buy |
15,554
+2,070
| +15% | +$272K | 0.16% | 123 |
|
|
2022
Q4 | $1.37M | Buy |
+13,484
| New | +$1.37M | 0.13% | 145 |
|