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

Arlington Capital Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$396K	Sell
2025 Q1	$301K	Sell
2024 Q4	$410K	Sell
2024 Q3	$5.25M	Buy
2024 Q2	$5.41M	Sell
2024 Q1	$4.67M	Sell
2023 Q4	$4.84M	Buy
2022 Q1	–	Sell
2021 Q4	$1.27M	Buy