Waverly Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Waverly Advisors’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
2025 Q2	$6.68M	Buy
2025 Q1	$2.64M	Buy
2024 Q4	$2.94M	Sell
2024 Q3	$3.2M	Sell
2024 Q2	$3.66M	Buy
2024 Q1	$3.14M	Buy
2023 Q4	$209K	Buy