MMBG Investment Advisors’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
2026 Q1	$15.1M	Sell	39,263 -885	-2%	-$351K	1.38%	15
2025 Q4	$14.5M	Sell	40,148 -965	-2%	-$339K	1.22%	19
2025 Q3	$13.4M	Sell	41,113 -2,705	-6%	-$801K	1.19%	17
2025 Q2	$12.2M	Sell	43,818 -1,618	-4%	-$375K	1.22%	18
2025 Q1	$9.61M	Buy	45,436 +3,064	+7%	+$734K	1.09%	21
2024 Q4	$10.3M	Sell	42,372 -252	-0.6%	-$62.5K	1.09%	21
2024 Q3	$10.5M	Buy	42,624 +6,138	+17%	+$1.49M	1.09%	23
2024 Q2	$9.51M	Buy	36,486 +1,110	+3%	+$260K	1.02%	22
2024 Q1	$7.96M	Sell	35,376 -560	-2%	-$113K	0.84%	27
2023 Q4	$6.28M	Hold	35,936	–	–	0.74%	30
2023 Q3	$5.21M	Hold	35,936	–	–	0.66%	32
2023 Q2	$5.4M	Sell	35,936 -4,798	-12%	-$648K	0.66%	35
2023 Q1	$5.36M	Sell	40,734 -688	-2%	-$82.5K	0.68%	32
2022 Q4	$4.2M	Buy	41,422 +438	+1%	+$44.5K	0.56%	43
2022 Q3	$3.79M	Buy	40,984 +540	+1%	+$58.9K	0.51%	47
2022 Q2	$4.12M	Buy	+40,444	New	+$4.7M	0.51%	43