Ever Source Wealth Advisors, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 477 shares of SMH stock, worth $165,075. This represents 0.01% of its overall portfolio holdings.

Number of Shares

477

Previous 371 28.57%

Holding current value

$165,075

Previous $78,000 70.51%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$179.95 - $278.88 $19,074 - $29,561	106 Added 28.57%	477 $133,000
Q1 2025 May 13, 2025	SELL	$211.47 - $267.17 $29,182 - $36,869	-138 Reduced 27.11%	371 $78,000
Q4 2024 Feb 07, 2025	BUY	$238.25 - $261.28 $3,097 - $3,396	13 Added 2.62%	509 $123,000
Q3 2024 Nov 08, 2024	BUY	$211.47 - $281.27 $4,229 - $5,625	20 Added 4.2%	496 $121,000
Q2 2024 Aug 13, 2024	SELL	$199.21 - $276.76 $33,467 - $46,495	-168 Reduced 26.09%	476 $124,000
Q1 2024 Jun 11, 2024	BUY	$164.99 - $234.17 $2,969 - $4,215	18 Added 2.88%	644 $144,000
Q4 2023 Feb 09, 2024	SELL	$137.46 - $175.86 $34,227 - $43,789	-249 Reduced 28.46%	626 $109,000
Q3 2023 Nov 03, 2023	BUY	$140.7 - $160.62 $52,762 - $60,232	375 Added 75.0%	875 $126,000
Q2 2023 Aug 04, 2023	BUY	$122.9 - $261.69 $21,507 - $45,795	175 Added 53.85%	500 $76,000
Q1 2023 May 11, 2023	BUY	$201.38 - $263.19 $30,207 - $39,478	150 Added 85.71%	325 $85,000
Q4 2022 Feb 09, 2023	BUY	$86.57 - $227.73 $15,149 - $39,852	175 New	175 $35,000
Q2 2022 Aug 01, 2022	BUY	$101.86 - $134.9 $814 - $1,079	8 New	8 $2,000

Others Institutions Holding SMH

# of Institutions

1,211

Shares Held

49.2M

Call Options Held

25.3M

Put Options Held

43.8M

View Full List

About VANECK ETF TR SEMICONDUCTOR ET

Ticker SMH
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Vaneck ETF Tr Semiconductor Et Transaction History