StoneCrest Wealth Management’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
$5.22M Sell
18,731
-1,253
-6% -$349K 2.49% 13
2025
Q1
$4.23M Sell
19,984
-3,075
-13% -$650K 2.69% 13
2024
Q4
$5.58M Buy
23,059
+898
+4% +$217K 3.65% 9
2024
Q3
$5.44M Sell
22,161
-88
-0.4% -$21.6K 3.96% 8
2024
Q2
$5.8M Sell
22,249
-7,103
-24% -$1.85M 4.43% 6
2024
Q1
$6.6M Sell
29,352
-2,622
-8% -$590K 5.71% 3
2023
Q4
$5.59M Buy
+31,974
New +$5.59M 5.36% 3