Safeguard Financial’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
Q1
$858K Buy
4,059
+1,801
+80% +$381K 0.19% 41
2024
Q4
$547K Buy
2,258
+210
+10% +$50.8K 0.12% 63
2024
Q3
$503K Sell
2,048
-586
-22% -$144K 0.12% 65
2024
Q2
$687K Buy
2,634
+237
+10% +$61.8K 0.19% 52
2024
Q1
$539K Sell
2,397
-224
-9% -$50.4K 0.18% 48
2023
Q4
$458K Buy
2,621
+244
+10% +$42.7K 0.17% 47
2023
Q3
$345K Hold
2,377
0.17% 52
2023
Q2
$361K Buy
2,377
+51
+2% +$7.75K 0.17% 47
2023
Q1
$306K Buy
+2,326
New +$306K 0.19% 53