WT 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 | $8M | Sell |
28,695
-749
| -3% | -$209K | 2.37% | 10 |
|
|
2025
Q1 | $6.23M | Buy |
29,444
+5,109
| +21% | +$1.08M | 2.02% | 17 |
|
|
2024
Q4 | $5.89M | Sell |
24,335
-298
| -1% | -$72.2K | 1.85% | 16 |
|
|
2024
Q3 | $6.2M | Sell |
24,633
-217
| -0.9% | -$54.6K | 1.98% | 16 |
|
|
2024
Q2 | $6.48M | Sell |
24,850
-1,612
| -6% | -$420K | 2.21% | 12 |
|
|
2024
Q1 | $5.95M | Sell |
26,462
-1,003
| -4% | -$226K | 2.13% | 12 |
|
|
2023
Q4 | $4.8M | Buy |
27,465
+6,164
| +29% | +$1.08M | 1.9% | 14 |
|
|
2023
Q3 | $3.09M | Sell |
21,301
-2,565
| -11% | -$372K | 1.32% | 16 |
|
|
2023
Q2 | $3.63M | Buy |
23,866
+636
| +3% | +$96.8K | 1.51% | 14 |
|
|
2023
Q1 | $3.06M | Buy |
23,230
+19,828
| +583% | +$2.61M | 1.32% | 19 |
|
|
2022
Q4 | $345K | Sell |
3,402
-224
| -6% | -$22.7K | 0.17% | 79 |
|
|
2022
Q3 | $336K | Sell |
3,626
-16,490
| -82% | -$1.53M | 0.17% | 78 |
|
|
2022
Q2 | $2.05M | Buy |
20,116
+3,560
| +22% | +$363K | 1.01% | 26 |
|
|
2022
Q1 | $2.23M | Buy |
16,556
+712
| +4% | +$96K | 0.86% | 34 |
|
|
2021
Q4 | $2.45M | Sell |
15,844
-26
| -0.2% | -$4.01K | 0.9% | 35 |
|
|
2021
Q3 | $2.03M | Buy |
15,870
+688
| +5% | +$88.2K | 0.78% | 38 |
|
|
2021
Q2 | $1.99M | Sell |
15,182
-1,352
| -8% | -$177K | 0.81% | 32 |
|
|
2021
Q1 | $2.01M | Sell |
16,534
-1,578
| -9% | -$192K | 0.93% | 28 |
|
|
2020
Q4 | $1.98M | Buy |
18,112
+2,082
| +13% | +$227K | 1.08% | 28 |
|
|
2020
Q3 | $1.4M | Buy |
+16,030
| New | +$1.4M | 0.92% | 29 |
|
|
2019
Q4 | – | Sell |
-20,102
| Closed | -$1.2M | – | 94 |
|
|
2019
Q3 | $1.2M | Buy |
+20,102
| New | +$1.2M | 1.04% | 26 |
|