Yarbrough Capital’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
Q3
$26.5M Hold
2025
Q2
$22.6M Hold
2025
Q1
$17.2M Buy
2024
Q4
$14M Hold
2024
Q3
$14.2M Hold
2024
Q2
$15.1M Buy
2024
Q1
$10.6M Hold
2023
Q4
$8.22M Hold
2023
Q3
$6.81M Hold
2023
Q2
$7.15M Hold
2023
Q1
$6.18M Buy
2022
Q4
$1.01M Sell
2022
Q3
$8.76M Sell
2022
Q2
$12.8M Buy