Sweeney & Michel’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	$230K	Buy	+800	New	+$230K	0.08%	119
2024 Q3	$214K	Hold	850	–	–	0.08%	112
2024 Q2	$234K	Buy	+850	New	+$234K	0.1%	104