Vanguard Capital Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio BDJ Stock Details BDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$75K	Buy	+10,298	New	+$73.4K	0.09%	113
2019 Q4	$194K	Sell	19,638 -2,982	-13%	-$28.1K	0.2%	124
2019 Q3	$207K	Sell	22,620 -2,370	-9%	-$21.3K	0.24%	112
2019 Q2	$221K	Sell	24,990 -1,865	-7%	-$16.1K	0.27%	99
2019 Q1	$229K	Buy	26,855 +2,360	+10%	+$19.9K	0.29%	97
2018 Q4	$190K	Sell	24,495 -6,870	-22%	-$58.4K	0.28%	96
2018 Q3	$297K	Buy	+31,365	New	+$293K	0.34%	88
2018 Q2	–	Sell	-35,602	Closed	-$309K	–	116
2018 Q1	$309K	Sell	35,602 -20,561	-37%	-$189K	0.41%	75
2017 Q4	$518K	Buy	+56,163	New	+$512K	0.65%	50

Other funds holding BDJ

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return