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Arlington Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
1,421
-3
-0.2% -$837 0.34% 55
2025
Q1
$301K Sell
1,424
-270
-16% -$57.1K 0.23% 49
2024
Q4
$410K Sell
1,694
-19,707
-92% -$4.77M 0.28% 54
2024
Q3
$5.25M Buy
21,401
+668
+3% +$164K 4.32% 6
2024
Q2
$5.41M Sell
20,733
-22
-0.1% -$5.74K 4.69% 4
2024
Q1
$4.67M Sell
20,755
-6,940
-25% -$1.56M 3.88% 6
2023
Q4
$4.84M Buy
+27,695
New +$4.84M 4.4% 3
2022
Q1
Sell
-4,129
Closed -$1.28M 65
2021
Q4
$1.28M Buy
+4,129
New +$1.28M 2.29% 9