Winthrop Advisory Group’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
$406K Buy
1,457
+194
+15% +$54.1K 0.04% 115
2025
Q1
$267K Buy
1,263
+67
+6% +$14.2K 0.03% 127
2024
Q4
$290K Buy
1,196
+89
+8% +$21.6K 0.03% 120
2024
Q3
$272K Sell
1,107
-64
-5% -$15.7K 0.03% 119
2024
Q2
$305K Buy
1,171
+278
+31% +$72.5K 0.04% 107
2024
Q1
$201K Buy
+893
New +$201K 0.03% 136