Vanguard Capital Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
27,456
+9,206
| +50% | +$436K | 1.29% | 16 |
|
|
2025
Q1 | $762K | Sell |
18,250
-8,142
| -31% | -$340K | 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% | -$1.39M | 1.1% | 19 |
|
|
2024
Q2 | $2.44M | Sell |
61,385
-2,736
| -4% | -$109K | 1.65% | 14 |
|
|
2024
Q1 | $2.43M | Sell |
64,121
-939
| -1% | -$35.6K | 1.71% | 14 |
|
|
2023
Q4 | $2.19M | Buy |
65,060
+4,101
| +7% | +$138K | 1.77% | 14 |
|
|
2023
Q3 | $1.67M | Sell |
60,959
-4,652
| -7% | -$127K | 1.55% | 13 |
|
|
2023
Q2 | $1.88M | Buy |
65,611
+9,178
| +16% | +$263K | 1.71% | 12 |
|
|
2023
Q1 | $1.61M | Buy |
56,433
+9,344
| +20% | +$267K | 1.61% | 14 |
|
|
2022
Q4 | $1.56M | Buy |
47,089
+15,656
| +50% | +$519K | 1.81% | 12 |
|
|
2022
Q3 | $949K | Buy |
31,433
+725
| +2% | +$21.9K | 1.15% | 16 |
|
|
2022
Q2 | $955K | Sell |
30,708
-9,199
| -23% | -$286K | 1.08% | 22 |
|
|
2022
Q1 | $1.64M | Buy |
39,907
+4,795
| +14% | +$198K | 1.18% | 17 |
|
|
2021
Q4 | $1.56M | Sell |
35,112
-501
| -1% | -$22.3K | 1.12% | 21 |
|
|
2021
Q3 | $1.51K | Sell |
35,613
-3,499
| -9% | -$149 | 1.01% | 22 |
|
|
2021
Q2 | $1.61M | Buy |
39,112
+1,294
| +3% | +$53.3K | 1.22% | 17 |
|
|
2021
Q1 | $1.51M | Sell |
37,818
-3,876
| -9% | -$155K | 1.29% | 18 |
|
|
2020
Q4 | $1.25M | Buy |
+41,694
| New | +$1.25M | 1.15% | 20 |
|
|
2020
Q2 | $997K | Buy |
+42,010
| New | +$997K | 1.16% | 23 |
|
|
2019
Q4 | $1.99M | Buy |
56,425
+6,625
| +13% | +$233K | 2.08% | 11 |
|
|
2019
Q3 | $1.45M | Buy |
49,800
+1,700
| +4% | +$49.6K | 1.69% | 14 |
|
|
2019
Q2 | $1.39M | Sell |
48,100
-1,300
| -3% | -$37.7K | 1.69% | 14 |
|
|
2019
Q1 | $1.36M | Sell |
49,400
-250
| -0.5% | -$6.89K | 1.71% | 15 |
|
|
2018
Q4 | $1.22M | Sell |
49,650
-11,469
| -19% | -$283K | 1.82% | 14 |
|
|
2018
Q3 | $1.8M | Buy |
61,119
+5,100
| +9% | +$150K | 2.06% | 11 |
|
|
2018
Q2 | $579K | Sell |
56,019
-2,650
| -5% | -$27.4K | 0.77% | 50 |
|
|
2018
Q1 | $1.72M | Sell |
58,669
-5,681
| -9% | -$167K | 2.27% | 11 |
|
|
2017
Q4 | $1.9M | Buy |
+64,350
| New | +$1.9M | 2.38% | 7 |
|