Waverly 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 | $6.68M | Buy |
23,962
+11,500
| +92% | +$3.21M | 0.07% | 250 |
|
|
2025
Q1 | $2.64M | Buy |
12,462
+309
| +3% | +$65.3K | 0.03% | 420 |
|
|
2024
Q4 | $2.94M | Sell |
12,153
-888
| -7% | -$215K | 0.05% | 307 |
|
|
2024
Q3 | $3.2M | Sell |
13,041
-1,016
| -7% | -$249K | 0.06% | 256 |
|
|
2024
Q2 | $3.66M | Buy |
14,057
+79
| +0.6% | +$20.6K | 0.07% | 226 |
|
|
2024
Q1 | $3.14M | Buy |
13,978
+12,780
| +1,067% | +$2.88M | 0.07% | 200 |
|
|
2023
Q4 | $209K | Buy |
+1,198
| New | +$209K | 0.01% | 416 |
|