Vanguard Capital Wealth Advisors’s Advent Convertible and Income Fund AVK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $259K | Buy |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q2 | $163K | Buy |
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