SFMG Wealth 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	$1.63M	Hold	4,255	–	–	0.11%	84
2025 Q4	$1.53M	Buy	4,255 +38	+0.9%	+$13.3K	0.1%	84
2025 Q3	$1.38M	Buy	4,217 +795	+23%	+$235K	0.1%	89
2025 Q2	$954K	Hold	3,422	–	–	0.07%	108
2025 Q1	$724K	Sell	3,422 -98	-3%	-$23.5K	0.06%	118
2024 Q4	$852K	Sell	3,520 -620	-15%	-$154K	0.07%	108
2024 Q3	$1.02M	Sell	4,140 -100	-2%	-$24.3K	0.08%	94
2024 Q2	$1.11M	Buy	4,240 +100	+2%	+$23.4K	0.1%	89
2024 Q1	$932K	Sell	4,140 -463	-10%	-$93.1K	0.08%	95
2023 Q4	$805K	Buy	4,603 +633	+16%	+$99.1K	0.07%	98
2023 Q3	$576K	Sell	3,970 -122	-3%	-$18.5K	0.06%	110
2023 Q2	$623K	Hold	4,092	–	–	0.06%	111
2023 Q1	$539K	Sell	4,092 -554	-12%	-$66.4K	0.06%	126
2022 Q4	$471K	Buy	4,646 +1,730	+59%	+$176K	0.05%	137
2022 Q3	$256K	Hold	2,916	–	–	0.03%	186
2022 Q2	$297K	Sell	2,916 -164	-5%	-$19K	0.03%	181
2022 Q1	$415K	Sell	3,080 -406	-12%	-$55.6K	0.04%	161
2021 Q4	$538K	Sell	3,486 -80	-2%	-$11.6K	0.05%	144
2021 Q3	$457K	Hold	3,566	–	–	0.05%	153
2021 Q2	$468K	Sell	3,566 -500	-12%	-$61.7K	0.05%	156
2021 Q1	$495K	Buy	+4,066	New	+$482K	0.06%	142