SWA
SOA Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
2,490
-593
| -19% | -$165K | 0.13% | 97 |
|
|
2025
Q1 | $652K | Buy |
3,083
+55
| +2% | +$11.6K | 0.14% | 92 |
|
|
2024
Q4 | $733K | Buy |
3,028
+1,002
| +49% | +$243K | 0.14% | 91 |
|
|
2024
Q3 | $497K | Buy |
2,026
+211
| +12% | +$51.8K | 0.09% | 114 |
|
|
2024
Q2 | $473K | Buy |
1,815
+564
| +45% | +$147K | 0.1% | 112 |
|
|
2024
Q1 | $281K | Buy |
1,251
+446
| +55% | +$100K | 0.06% | 152 |
|
|
2023
Q4 | $141K | Buy |
805
+23
| +3% | +$4.02K | 0.03% | 204 |
|
|
2023
Q3 | $113K | Buy |
782
+53
| +7% | +$7.69K | 0.03% | 212 |
|
|
2023
Q2 | $111K | Buy |
729
+455
| +166% | +$69.3K | 0.03% | 225 |
|
|
2023
Q1 | $72.2K | Hold |
274
| – | – | 0.02% | 251 |
|
|
2022
Q4 | $55.7K | Sell |
274
-61
| -18% | -$12.4K | 0.02% | 271 |
|
|
2022
Q3 | $62K | Hold |
335
| – | – | 0.02% | 239 |
|
|
2022
Q2 | $68K | Hold |
335
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $90K | Hold |
335
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $104K | Hold |
335
| – | – | 0.03% | 211 |
|
|
2021
Q3 | $85K | Hold |
335
| – | – | 0.02% | 242 |
|
|
2021
Q2 | $87K | Hold |
335
| – | – | 0.02% | 236 |
|
|
2021
Q1 | $81K | Buy |
335
+166
| +98% | +$40.1K | 0.02% | 216 |
|
|
2020
Q4 | $41K | Buy |
+169
| New | +$41K | 0.01% | 292 |
|