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Vanguard Capital Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,747
Closed -$379K – 136
2025
Q2 		$379K Buy
+7,747
New +$376K 0.38% 58
2019
Q4 		$218K Buy
5,140
+600
+13% +$25.2K 0.23% 117
2019
Q3 		$207K Hold
4,540
– – 0.24% 111
2019
Q2 		$223K Hold
4,540
– – 0.27% 96
2019
Q1 		$227K Buy
+4,540
New +$223K 0.29% 98
2018
Q4 		– Sell
-4,140
Closed -$221K – 106
2018
Q3 		$221K Sell
4,140
-60
-1% -$3.24K 0.25% 105
2018
Q2 		$212K Buy
+4,200
New +$213K 0.28% 96
2018
Q1 		– Sell
-3,978
Closed -$215K – 107
2017
Q4 		$215K Buy
+3,978
New +$213K 0.27% 105

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return