Aragon Global 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 | $5.19M | Sell |
18,600
-104,030
| -85% | -$29M | 2.09% | 17 |
|
|
2025
Q1 | $25.9M | Hold |
122,630
| – | – | 9.97% | 2 |
|
|
2024
Q4 | $29.7M | Hold |
122,630
| – | – | 11.01% | 3 |
|
|
2024
Q3 | $30.1M | Hold |
122,630
| – | – | 12.61% | 2 |
|
|
2024
Q2 | $32M | Hold |
122,630
| – | – | 13.64% | 2 |
|
|
2024
Q1 | $27.6M | Hold |
122,630
| – | – | 12.39% | 2 |
|
|
2023
Q4 | $21.4M | Buy |
+122,630
| New | +$21.4M | 12.16% | 3 |
|