Vanguard Capital Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.61M | Buy |
28,181
+206
| +0.7% | +$11K | 1.09% | 19 |
|
|
2026
Q1 | $1.36M | Sell |
27,975
-1,693
| -6% | -$87.4K | 1.26% | 20 |
|
|
2025
Q4 | $1.63M | Buy |
29,668
+106
| +0.4% | +$5.6K | 1.31% | 18 |
|
|
2025
Q3 | $1.53M | Buy |
29,562
+2,106
| +8% | +$103K | 1.22% | 20 |
|
|
2025
Q2 | $1.3M | Buy |
27,456
+9,206
| +50% | +$387K | 1.29% | 16 |
|
|
2025
Q1 | $762K | Sell |
18,250
-8,142
| -31% | -$363K | 0.93% | 25 |
|
|
2024
Q4 | $1.16M | Buy |
26,392
+6
| +0% | +$264 | 1.26% | 14 |
|
|
2024
Q3 | $1.05M | Sell |
26,386
-34,999
| -57% | -$1.4M | 1.1% | 19 |
|
|
2024
Q2 | $2.44M | Sell |
61,385
-2,736
| -4% | -$105K | 1.65% | 14 |
|
|
2024
Q1 | $2.43M | Sell |
64,121
-939
| -1% | -$32.2K | 1.71% | 14 |
|
|
2023
Q4 | $2.19M | Buy |
65,060
+4,101
| +7% | +$119K | 1.77% | 14 |
|
|
2023
Q3 | $1.67M | Sell |
60,959
-4,652
| -7% | -$138K | 1.55% | 13 |
|
|
2023
Q2 | $1.88M | Buy |
65,611
+9,178
| +16% | +$262K | 1.71% | 12 |
|
|
2023
Q1 | $1.61M | Buy |
56,433
+9,344
| +20% | +$308K | 1.61% | 14 |
|
|
2022
Q4 | $1.56M | Buy |
47,089
+15,656
| +50% | +$539K | 1.81% | 12 |
|
|
2022
Q3 | $949K | Buy |
31,433
+725
| +2% | +$24.2K | 1.15% | 16 |
|
|
2022
Q2 | $955K | Sell |
30,708
-9,199
| -23% | -$331K | 1.08% | 22 |
|
|
2022
Q1 | $1.64M | Buy |
39,907
+4,795
| +14% | +$216K | 1.18% | 17 |
|
|
2021
Q4 | $1.56M | Sell |
35,112
-501
| -1% | -$22.8K | 1.12% | 21 |
|
|
2021
Q3 | $1.51M | Sell |
35,613
-3,499
| -9% | -$141K | 1.01% | 22 |
|
|
2021
Q2 | $1.61M | Buy |
39,112
+1,294
| +3% | +$53K | 1.22% | 17 |
|
|
2021
Q1 | $1.51M | Sell |
37,818
-3,876
| -9% | -$134K | 1.29% | 18 |
|
|
2020
Q4 | $1.25M | Buy |
+41,694
| New | +$1.12M | 1.15% | 20 |
|
|
2020
Q2 | $997K | Buy |
+42,010
| New | +$993K | 1.16% | 23 |
|
|
2019
Q4 | $1.99M | Buy |
56,425
+6,625
| +13% | +$214K | 2.08% | 11 |
|
|
2019
Q3 | $1.45M | Buy |
49,800
+1,700
| +4% | +$48.9K | 1.69% | 14 |
|
|
2019
Q2 | $1.39M | Sell |
48,100
-1,300
| -3% | -$37.5K | 1.69% | 14 |
|
|
2019
Q1 | $1.36M | Sell |
49,400
-250
| -0.5% | -$7.07K | 1.71% | 15 |
|
|
2018
Q4 | $1.22M | Sell |
49,650
-11,469
| -19% | -$311K | 1.82% | 14 |
|
|
2018
Q3 | $1.8M | Buy |
61,119
+5,100
| +9% | +$155K | 2.06% | 11 |
|
|
2018
Q2 | $579K | Sell |
56,019
-2,650
| -5% | -$79.1K | 0.77% | 50 |
|
|
2018
Q1 | $1.72M | Sell |
58,669
-5,681
| -9% | -$178K | 2.27% | 11 |
|
|
2017
Q4 | $1.9M | Buy |
+64,350
| New | +$1.77M | 2.38% | 7 |
|
Other funds holding BAC
Vanguard Capital Wealth Advisors's BAC Position: Q2 2026 in Review
Vanguard Capital Wealth Advisors increased its Bank of America (BAC) stake by 0.74% in Q2 2026, buying an estimated $11K and bringing the position to 28,181 shares worth $1.61M. The position accounts for 1.09% of the portfolio, ranked #19.
Vanguard Capital Wealth Advisors first reported a position in BAC in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.44M in Q2 2024. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Vanguard Capital Wealth Advisors held 28,181 shares of Bank of America worth $1.61M as of Q2 2026.
- Vanguard Capital Wealth Advisors bought 206 Bank of America shares in Q2 2026, an estimated $11K.
- Bank of America made up 1.09% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #19 holding.
- Vanguard Capital Wealth Advisors first reported a position in Bank of America in Q4 2017 and has held it in 33 quarters since.
- Vanguard Capital Wealth Advisors's Bank of America position peaked at $2.44M in Q2 2024.
- 3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.