Kozak & Associates, Inc. SMH Holdings History
Kozak & Associates, Inc.'s VanEck Vectors Semiconductor ETF Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 74,706.00 shares of VanEck Vectors Semiconductor ETF(SMH), totaling $21.32 Mil. This investment constitutes 4.35% of their stock portfolio, and Kozak & Associates, Inc. now holds 0.08% of the outstanding VanEck Vectors Semiconductor ETF(SMH) stock.
The initial trade took place in 2022Q4. And since then Kozak & Associates, Inc. has made 10 purchases of SMH, at an average price of $179.66, for a total of 79,579.00 shares. In addition, there have been 1 sales at an average price of $234.50 for 4,873.00 shares. Based on historical transaction data and SMH's current price of $286.61, Kozak & Associates, Inc.'s estimated gain on his SMH holdings is $8.26 Mil, reflecting a 57.75% gain to date.
Kozak & Associates, Inc. SMH ($286.61) Holding Chart
Kozak & Associates, Inc. SMH ($286.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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