Deltec Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Deltec Asset Management’s Portfolio SMH Stock Details SMH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$900K	Hold
2025 Q3	$816K	Hold
2025 Q2	$697K	Sell
2025 Q1	$740K	Hold
2024 Q4	$848K	Hold
2024 Q3	$859K	Hold
2024 Q2	$912K	Sell
2024 Q1	$1.21M	Sell
2023 Q4	$1.05M	Buy