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Guerra Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Guerra Advisors’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 		$7.21M Sell
25,843
-1,034
-4% -$288K 3.41% 9
2025
Q1 		$5.68M Buy
26,877
+690
+3% +$146K 3.18% 10
2024
Q4 		$6.34M Buy
+26,187
New +$6.34M 3.52% 10