SIAP
Sterling Investment Advisors (Pennsylvania)’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,560
+763
| +20% | +$213K | 0.28% | 84 |
|
|
2025
Q1 | $803K | Sell |
3,797
-50
| -1% | -$10.6K | 0.19% | 98 |
|
|
2024
Q4 | $932K | Buy |
3,847
+1
| +0% | +$242 | 0.23% | 86 |
|
|
2024
Q3 | $944K | Hold |
3,846
| – | – | 0.24% | 82 |
|
|
2024
Q2 | $1M | Hold |
3,846
| – | – | 0.27% | 78 |
|
|
2024
Q1 | $865K | Buy |
3,846
+196
| +5% | +$44.1K | 0.24% | 85 |
|
|
2023
Q4 | $638K | Buy |
3,650
+116
| +3% | +$20.3K | 0.2% | 90 |
|
|
2023
Q3 | $512K | Sell |
3,534
-50
| -1% | -$7.25K | 0.18% | 93 |
|
|
2023
Q2 | $546K | Buy |
3,584
+2,294
| +178% | +$349K | 0.18% | 94 |
|
|
2023
Q1 | $339K | Buy |
1,290
+190
| +17% | +$50K | 0.11% | 109 |
|
|
2022
Q4 | $223K | Buy |
+1,100
| New | +$223K | 0.08% | 130 |
|
|
2022
Q3 | – | Sell |
-655
| Closed | -$133K | – | 442 |
|
|
2022
Q2 | $133K | Buy |
655
+325
| +98% | +$66K | 0.05% | 157 |
|
|
2022
Q1 | $89K | Buy |
330
+315
| +2,100% | +$85K | 0.03% | 202 |
|
|
2021
Q4 | $5K | Hold |
15
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 507 |
|