Vanguard Capital Wealth Advisors
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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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.