Trueblood 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 | $416K | Buy |
1,491
+149
| +11% | +$41.6K | 0.17% | 164 |
|
2025
Q1 | $284K | Hold |
1,342
| – | – | 0.13% | 193 |
|
2024
Q4 | $325K | Sell |
1,342
-34
| -2% | -$8.23K | 0.16% | 176 |
|
2024
Q3 | $338K | Hold |
1,376
| – | – | 0.17% | 162 |
|
2024
Q2 | $359K | Hold |
1,376
| – | – | 0.2% | 143 |
|
2024
Q1 | $310K | Sell |
1,376
-396
| -22% | -$89.1K | 0.18% | 150 |
|
2023
Q4 | $310K | Buy |
+1,772
| New | +$310K | 0.19% | 143 |
|