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

PCG Asset Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$770K Buy
2,762
+110
+4% +$30.7K 0.66% 36
2025
Q1 		$561K Buy
2,652
+232
+10% +$49.1K 0.52% 49
2024
Q4 		$586K Buy
+2,420
New +$586K 0.51% 47