Sandbox Financial 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
$306K Sell
1,099
-450
-29% -$125K 0.1% 89
2025
Q1
$327K Sell
1,549
-204
-12% -$43.1K 0.12% 85
2024
Q4
$425K Sell
1,753
-164
-9% -$39.7K 0.14% 71
2024
Q3
$470K Buy
1,917
+262
+16% +$64.3K 0.17% 65
2024
Q2
$432K Sell
1,655
-9
-0.5% -$2.35K 0.17% 67
2024
Q1
$374K Buy
1,664
+278
+20% +$62.6K 0.16% 69
2023
Q4
$242K Buy
+1,386
New +$242K 0.11% 77