WealthPlan Investment Management’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	–	Sell	-999	Closed	-$211K	–	351
2025 Q1	$211K	Buy	999 +137	+16%	+$29K	0.02%	256
2024 Q4	$209K	Sell	862 -150	-15%	-$36.3K	0.02%	254
2024 Q3	$248K	Buy	+1,012	New	+$248K	0.03%	226