Guardian Wealth Advisors (North Carolina)’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Hold |
138
| – | – | ﹤0.01% | 414 |
|
|
2025
Q1 | $29.2K | Hold |
138
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $33.5K | Hold |
138
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $33.9K | Hold |
138
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $36K | Sell |
138
-80
| -37% | -$20.9K | ﹤0.01% | 321 |
|
|
2024
Q1 | $49K | Sell |
218
-96
| -31% | -$21.6K | 0.01% | 321 |
|
|
2023
Q4 | $54.9K | Hold |
314
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $45.5K | Buy |
314
+196
| +166% | +$28.4K | 0.01% | 300 |
|
|
2023
Q2 | $18K | Sell |
118
-42
| -26% | -$6.4K | ﹤0.01% | 325 |
|
|
2023
Q1 | $21.1K | Buy |
+160
| New | +$21.1K | ﹤0.01% | 313 |
|