VisionPoint Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

VisionPoint Advisory Group’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-238	Closed	-$62K	–	689
2024 Q2	$62K	Hold	238	–	–	0.02%	250
2024 Q1	$53.5K	Buy	238 +98	+70%	+$19.7K	0.02%	258
2023 Q4	$24.5K	Buy	+140	New	+$21.9K	0.01%	338
2023 Q3	–	Sell	-140	Closed	-$21.3K	–	815
2023 Q2	$21.3K	Buy	+140	New	+$18.9K	0.01%	277
2020 Q2	–	Sell	-5,240	Closed	-$307K	–	134
2020 Q1	$307K	Buy	+5,240	New	+$353K	0.14%	74

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

VisionPoint Advisory Group's SMH Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of VanEck Semiconductor ETF (SMH) in Q3 2024, closing a stake of 238 shares — an estimated $62K sold.

VisionPoint Advisory Group first reported a position in SMH in Q1 2020 and held it in 5 quarters. The position peaked at $307K in Q1 2020. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

VisionPoint Advisory Group reported no remaining VanEck Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 238 VanEck Semiconductor ETF shares in Q3 2024, an estimated $62K.
VisionPoint Advisory Group first reported a position in VanEck Semiconductor ETF in Q1 2020 and held it in 5 quarters.
VisionPoint Advisory Group's VanEck Semiconductor ETF position peaked at $307K in Q1 2020.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.