Westwood Wealth 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 | $4.41M | Sell |
15,815
-700
| -4% | -$195K | 1.48% | 14 |
|
|
2025
Q1 | $3.49M | Buy |
16,515
+725
| +5% | +$153K | 1.51% | 13 |
|
|
2024
Q4 | $3.82M | Hold |
15,790
| – | – | 1.38% | 14 |
|
|
2024
Q3 | $3.88M | Sell |
15,790
-1,500
| -9% | -$368K | 1.52% | 13 |
|
|
2024
Q2 | $4.51M | Buy |
17,290
+1,500
| +9% | +$391K | 1.68% | 12 |
|
|
2024
Q1 | $3.55M | Sell |
15,790
-200
| -1% | -$45K | 1.74% | 14 |
|
|
2023
Q4 | $2.8M | Sell |
15,990
-350
| -2% | -$61.2K | 2.16% | 10 |
|
|
2023
Q3 | $2.37M | Sell |
16,340
-2,110
| -11% | -$306K | 1.57% | 11 |
|
|
2023
Q2 | $2.81M | Sell |
18,450
-200
| -1% | -$30.5K | 1.98% | 9 |
|
|
2023
Q1 | $2.45M | Sell |
18,650
-2,130
| -10% | -$280K | 2.19% | 9 |
|
|
2022
Q4 | $2.11M | Buy |
20,780
+1,390
| +7% | +$141K | 2.53% | 7 |
|
|
2022
Q3 | $1.8M | Buy |
19,390
+800
| +4% | +$74.1K | 1.61% | 8 |
|
|
2022
Q2 | $1.89M | Buy |
+18,590
| New | +$1.89M | 2.18% | 7 |
|
|
2022
Q1 | – | Sell |
-40,190
| Closed | – | – | 47 |
|
|
2021
Q4 | $0 | Buy |
+40,190
| New | – | ﹤0.01% | 44 |
|