Vanguard Capital Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Vanguard Capital Wealth Advisors’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
2023 Q3	–	Sell	-1,510	Closed	-$230K	–	153
2023 Q2	$230K	Buy	+1,510	New	+$204K	0.21%	103

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SMH Position: Q3 2023 in Review

Vanguard Capital Wealth Advisors sold out of VanEck Semiconductor ETF (SMH) in Q3 2023, closing a stake of 1,510 shares — an estimated $230K sold.

Vanguard Capital Wealth Advisors first reported a position in SMH in Q2 2023 and held it in 1 quarter. The position peaked at $230K in Q2 2023. 558 funds tracked by Wall St. Rank hold SMH as of Q3 2023.

Vanguard Capital Wealth Advisors reported no remaining VanEck Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 1,510 VanEck Semiconductor ETF shares in Q3 2023, an estimated $230K.
Vanguard Capital Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2023 and held it in 1 quarter.
Vanguard Capital Wealth Advisors's VanEck Semiconductor ETF position peaked at $230K in Q2 2023.
558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.