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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.6M Buy
2025
Q1
$2.12M Sell
2024
Q4
$7.74M Buy
2024
Q3
$5.35M Sell
2024
Q2
$5.88M Sell
2024
Q1
$7.35M Sell
2023
Q4
$5.71M Buy
2016
Q3
Sell
2016
Q2
$393K Buy
2015
Q1
Sell
2014
Q4
$2.14M Buy