Stonebridge Financial Planning Group’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	$1.04M	Buy	2,700 +74	+3%	+$29.4K	0.38%	82
2025 Q4	$946K	Buy	2,626 +251	+11%	+$88.1K	0.34%	87
2025 Q3	$775K	Buy	2,375 +40	+2%	+$11.8K	0.29%	96
2025 Q2	$651K	Sell	2,335 -135	-5%	-$31.3K	0.27%	99
2025 Q1	$522K	Buy	2,470 +459	+23%	+$110K	0.24%	104
2024 Q4	$487K	Buy	2,011 +376	+23%	+$93.3K	0.22%	113
2024 Q3	$401K	Sell	1,635 -100	-6%	-$24.3K	0.19%	117
2024 Q2	$452K	Hold	1,735	–	–	0.23%	108
2024 Q1	$390K	Hold	1,735	–	–	0.21%	113
2023 Q4	$303K	Buy	+1,735	New	+$272K	0.17%	120
2023 Q2	–	Sell	-1,766	Closed	-$232K	–	134
2023 Q1	$232K	Sell	1,766 -3,278	-65%	-$393K	0.15%	114
2022 Q4	$512K	Sell	5,044 -1,188	-19%	-$121K	0.34%	75
2022 Q3	$577K	Buy	6,232 +674	+12%	+$73.5K	0.4%	67
2022 Q2	$566K	Buy	5,558 +1,282	+30%	+$149K	0.38%	62
2022 Q1	$577K	Buy	4,276 +1,266	+42%	+$173K	0.32%	66
2021 Q4	$394K	Buy	+3,010	New	+$435K	0.21%	84