Ownership history in Wealth Quarterback LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in VANECK VECTORS ETF TR (SMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 19,845 | -467 | -2.3% | 2.57% | $7.1M | $360.13 |
| 2025 Q3 | ADDED | 20,312 | +248 | +1.2% | 2.56% | $6.6M | $325.35 |
| 2025 Q2 | ADDED | 20,064 | +9,666 | +93.0% | 2.65% | $5.6M | $278.01 |
| 2025 Q1 | ADDED | 10,398 | +3,549 | +51.8% | 1.24% | $2.2M | $210.81 |
| 2024 Q4 | ADDED | 6,849 | +515 | +8.1% | 0.78% | $1.7M | $241.42 |
| 2024 Q3 | ADDED | 6,334 | +6,028 | +1969.9% | 0.81% | $1.6M | $243.61 |
| 2021 Q3 | REDUCED | 306 | -160 | -34.3% | 0.05% | $79K | $124.32 |
| 2021 Q2 | ADDED | 466 | +1 | +0.2% | 0.07% | $123K | $127.22 |
| 2020 Q1 | INITIATED | 465 | — | — | 0.05% | $54K | $56.44 |
As of 2025 Q4 — sorted by position size