StoneCrest Wealth Management, Inc. SMH Holdings History
StoneCrest Wealth Management, Inc.'s VanEck Vectors Semiconductor ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 18,731.00 shares of VanEck Vectors Semiconductor ETF(SMH), totaling $5.22 Mil. This investment constitutes 2.49% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.02% of the outstanding VanEck Vectors Semiconductor ETF(SMH) stock.
The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of SMH, at an average price of $159.04, for a total of 32,872.00 shares. In addition, there have been 5 sales at an average price of $229.22 for 14,141.00 shares. Based on historical transaction data and SMH's current price of $285.37, StoneCrest Wealth Management, Inc.'s estimated gain on his SMH holdings is $3.36 Mil, reflecting a 64.25% gain to date.
StoneCrest Wealth Management, Inc. SMH ($285.37) Holding Chart
StoneCrest Wealth Management, Inc. SMH ($285.37) 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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