SFMG Wealth Advisors’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 | $954K | Hold |
3,422
| – | – | 0.07% | 108 |
|
|
2025
Q1 | $724K | Sell |
3,422
-98
| -3% | -$20.7K | 0.06% | 118 |
|
|
2024
Q4 | $852K | Sell |
3,520
-620
| -15% | -$150K | 0.07% | 108 |
|
|
2024
Q3 | $1.02M | Sell |
4,140
-100
| -2% | -$24.5K | 0.08% | 94 |
|
|
2024
Q2 | $1.11M | Buy |
4,240
+100
| +2% | +$26.1K | 0.1% | 89 |
|
|
2024
Q1 | $932K | Sell |
4,140
-463
| -10% | -$104K | 0.08% | 95 |
|
|
2023
Q4 | $805K | Buy |
4,603
+633
| +16% | +$111K | 0.07% | 98 |
|
|
2023
Q3 | $576K | Sell |
3,970
-122
| -3% | -$17.7K | 0.06% | 110 |
|
|
2023
Q2 | $623K | Hold |
4,092
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $539K | Sell |
4,092
-554
| -12% | -$72.9K | 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% | -$16.7K | 0.03% | 180 |
|
|
2022
Q1 | $415K | Sell |
3,080
-406
| -12% | -$54.7K | 0.04% | 161 |
|
|
2021
Q4 | $538K | Sell |
3,486
-80
| -2% | -$12.3K | 0.05% | 143 |
|
|
2021
Q3 | $457K | Hold |
3,566
| – | – | 0.05% | 153 |
|
|
2021
Q2 | $468K | Sell |
3,566
-500
| -12% | -$65.6K | 0.05% | 156 |
|
|
2021
Q1 | $495K | Buy |
+4,066
| New | +$495K | 0.06% | 142 |
|