Guardian Wealth Advisors (North Carolina)’s VanEck Semiconductor ETF SMH Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-218	Closed	-$83.7K	–	561
2026 Q1	$83.7K	Buy	+218	New	+$86.6K	0.01%	406
2025 Q3	–	Sell	-138	Closed	-$38.5K	–	515
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%	388
2024 Q3	$33.9K	Hold	138	–	–	﹤0.01%	328
2024 Q2	$36K	Sell	138 -80	-37%	-$18.8K	﹤0.01%	321
2024 Q1	$49K	Sell	218 -96	-31%	-$19.3K	0.01%	321
2023 Q4	$54.9K	Hold	314	–	–	0.01%	297
2023 Q3	$45.5K	Buy	314 +196	+166%	+$29.7K	0.01%	300
2023 Q2	$18K	Sell	118 -42	-26%	-$5.67K	﹤0.01%	325
2023 Q1	$21.1K	Buy	+160	New	+$19.2K	﹤0.01%	313

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SMH Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 218 shares — an estimated $83.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SMH in Q1 2023 and held it in 11 quarters. The position peaked at $83.7K in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 218 VanEck Semiconductor ETF shares in Q2 2026, an estimated $83.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in VanEck Semiconductor ETF in Q1 2023 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s VanEck Semiconductor ETF position peaked at $83.7K in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.