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VitalStone Financial’s VanEck Semiconductor ETF SMH Stock Holding History

VitalStone Financial’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 		$168K Buy
684
+629
+1,144% +$153K 0.11% 110
2024
Q2 		$14.3K Buy
55
+45
+450% +$10.6K 0.01% 247
2024
Q1 		$2K Hold
10
– – ﹤0.01% 410
2023
Q4 		$2K Hold
10
– – ﹤0.01% 425
2023
Q3 		$2K Buy
+10
New +$1.51K ﹤0.01% 391

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

VitalStone Financial's SMH Position: Q3 2024 in Review

VitalStone Financial increased its VanEck Semiconductor ETF (SMH) stake by 1,144% in Q3 2024, buying an estimated $153K and bringing the position to 684 shares worth $168K. The position accounts for 0.11% of the portfolio, ranked #110.

VitalStone Financial first reported a position in SMH in Q3 2023 and has held it in 5 quarters since. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

  • VitalStone Financial held 684 shares of VanEck Semiconductor ETF worth $168K as of Q3 2024.
  • VitalStone Financial bought 629 VanEck Semiconductor ETF shares in Q3 2024, an estimated $153K.
  • VanEck Semiconductor ETF made up 0.11% of VitalStone Financial's portfolio in Q3 2024, its #110 holding.
  • VitalStone Financial first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 5 quarters since.
  • 880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.