Vanguard Capital Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.3M | Sell |
54,846
-1,427
| -3% | -$293K | 11.16% | 1 |
|
2025
Q1 | $12.5M | Sell |
56,273
-2,192
| -4% | -$487K | 15.28% | 1 |
|
2024
Q4 | $14.6M | Sell |
58,465
-1,274
| -2% | -$319K | 15.95% | 1 |
|
2024
Q3 | $13.9M | Sell |
59,739
-738
| -1% | -$172K | 14.64% | 1 |
|
2024
Q2 | $12.7M | Buy |
60,477
+1,132
| +2% | +$238K | 8.61% | 1 |
|
2024
Q1 | $10.2M | Sell |
59,345
-963
| -2% | -$165K | 7.16% | 2 |
|
2023
Q4 | $11.6M | Sell |
60,308
-2,162
| -3% | -$416K | 9.39% | 1 |
|
2023
Q3 | $10.7M | Buy |
62,470
+1,148
| +2% | +$197K | 9.91% | 1 |
|
2023
Q2 | $11.9M | Sell |
61,322
-2,413
| -4% | -$468K | 10.79% | 1 |
|
2023
Q1 | $10.5M | Sell |
63,735
-443
| -0.7% | -$73.1K | 10.47% | 1 |
|
2022
Q4 | $8.34M | Sell |
64,178
-356
| -0.6% | -$46.3K | 9.66% | 1 |
|
2022
Q3 | $8.92M | Sell |
64,534
-2,615
| -4% | -$361K | 10.83% | 1 |
|
2022
Q2 | $9.18M | Sell |
67,149
-14,893
| -18% | -$2.04M | 10.37% | 1 |
|
2022
Q1 | $14.3M | Sell |
82,042
-1,014
| -1% | -$177K | 10.24% | 1 |
|
2021
Q4 | $14.7M | Buy |
83,056
+1,475
| +2% | +$262K | 10.6% | 1 |
|
2021
Q3 | $11.5K | Sell |
81,581
-2,937
| -3% | -$416 | 7.74% | 2 |
|
2021
Q2 | $11.6M | Buy |
84,518
+481
| +0.6% | +$65.9K | 8.78% | 1 |
|
2021
Q1 | $10.7M | Buy |
84,037
+3,078
| +4% | +$394K | 9.15% | 1 |
|
2020
Q4 | $10.8M | Buy |
+80,959
| New | +$10.8M | 9.96% | 1 |
|
2020
Q2 | $8.12M | Buy |
+89,028
| New | +$8.12M | 9.47% | 1 |
|
2019
Q4 | $6.28M | Buy |
85,480
+6,488
| +8% | +$476K | 6.56% | 1 |
|
2019
Q3 | $4.42M | Buy |
78,992
+5,348
| +7% | +$299K | 5.16% | 1 |
|
2019
Q2 | $3.64M | Sell |
73,644
-1,404
| -2% | -$69.5K | 4.41% | 2 |
|
2019
Q1 | $3.56M | Sell |
75,048
-884
| -1% | -$42K | 4.48% | 2 |
|
2018
Q4 | $2.99M | Sell |
75,932
-24,716
| -25% | -$975K | 4.46% | 3 |
|
2018
Q3 | $5.68M | Buy |
100,648
+5,164
| +5% | +$291K | 6.49% | 1 |
|
2018
Q2 | $4.49M | Sell |
95,484
-164
| -0.2% | -$7.71K | 5.96% | 1 |
|
2018
Q1 | $3.98M | Sell |
95,648
-21,068
| -18% | -$877K | 5.24% | 1 |
|
2017
Q4 | $4.94M | Buy |
+116,716
| New | +$4.94M | 6.18% | 1 |
|