Valeo Financial Advisors’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 | $567K | Sell |
2,031
-20
| -1% | -$5.58K | 0.01% | 419 |
|
|
2025
Q1 | $434K | Sell |
2,051
-84
| -4% | -$17.8K | 0.01% | 445 |
|
|
2024
Q4 | $517K | Buy |
2,135
+447
| +26% | +$108K | 0.01% | 397 |
|
|
2024
Q3 | $414K | Sell |
1,688
-2
| -0.1% | -$491 | 0.01% | 451 |
|
|
2024
Q2 | $441K | Sell |
1,690
-21
| -1% | -$5.48K | 0.01% | 425 |
|
|
2024
Q1 | $356K | Buy |
1,711
+4
| +0.2% | +$832 | 0.01% | 455 |
|
|
2023
Q4 | $299K | Buy |
+1,707
| New | +$299K | 0.01% | 488 |
|
|
2021
Q2 | – | Sell |
-492
| Closed | -$60K | – | 1518 |
|
|
2021
Q1 | $60K | Buy |
492
+410
| +500% | +$50K | ﹤0.01% | 765 |
|
|
2020
Q4 | $9K | Buy |
+82
| New | +$9K | ﹤0.01% | 1201 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$2K | – | 2002 |
|
|
2020
Q2 | $2K | Sell |
20
-16
| -44% | -$1.6K | ﹤0.01% | 1715 |
|
|
2020
Q1 | $2K | Buy |
36
+16
| +80% | +$889 | ﹤0.01% | 1523 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1554 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1472 |
|
|
2019
Q2 | $1K | Sell |
20
-80
| -80% | -$4K | ﹤0.01% | 1486 |
|
|
2019
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1188 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$16K | – | 1848 |
|
|
2018
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 823 |
|
|
2018
Q1 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 795 |
|