Vanguard Capital Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
2,433
| – | – | 0.36% | 61 |
|
|
2025
Q1 | $340K | Sell |
2,433
-1,247
| -34% | -$174K | 0.42% | 53 |
|
|
2024
Q4 | $635K | Buy |
3,680
+100
| +3% | +$17.2K | 0.69% | 31 |
|
|
2024
Q3 | $548K | Sell |
3,580
-400
| -10% | -$61.3K | 0.58% | 41 |
|
|
2024
Q2 | $493K | Sell |
3,980
-270
| -6% | -$33.4K | 0.33% | 63 |
|
|
2024
Q1 | $558K | Sell |
4,250
-100
| -2% | -$13.1K | 0.39% | 58 |
|
|
2023
Q4 | $570K | Sell |
4,350
-1,000
| -19% | -$131K | 0.46% | 47 |
|
|
2023
Q3 | $573K | Buy |
5,350
+483
| +10% | +$51.7K | 0.53% | 46 |
|
|
2023
Q2 | $452K | Hold |
4,867
| – | – | 0.41% | 56 |
|
|
2023
Q1 | $428K | Hold |
4,867
| – | – | 0.43% | 57 |
|
|
2022
Q4 | $361K | Sell |
4,867
-200
| -4% | -$14.8K | 0.42% | 61 |
|
|
2022
Q3 | $424K | Sell |
5,067
-100
| -2% | -$8.37K | 0.52% | 54 |
|
|
2022
Q2 | $471K | Sell |
5,167
-383
| -7% | -$34.9K | 0.53% | 52 |
|
|
2022
Q1 | $704K | Sell |
5,550
-150
| -3% | -$19K | 0.5% | 47 |
|
|
2021
Q4 | $737K | Sell |
5,700
-200
| -3% | -$25.9K | 0.53% | 47 |
|
|
2021
Q3 | $686 | Sell |
5,900
-300
| -5% | -$35 | 0.46% | 54 |
|
|
2021
Q2 | $602K | Hold |
6,200
| – | – | 0.46% | 59 |
|
|
2021
Q1 | $466K | Hold |
6,200
| – | – | 0.4% | 70 |
|
|
2020
Q4 | $401K | Buy |
+6,200
| New | +$401K | 0.37% | 74 |
|
|
2020
Q2 | $436K | Buy |
+7,700
| New | +$436K | 0.51% | 51 |
|
|
2019
Q4 | $486K | Buy |
+8,700
| New | +$486K | 0.51% | 55 |
|
|
2019
Q3 | – | Sell |
-10,700
| Closed | -$475K | – | 126 |
|
|
2019
Q2 | $475K | Buy |
10,700
+4,200
| +65% | +$186K | 0.57% | 54 |
|
|
2019
Q1 | $227K | Buy |
+6,500
| New | +$227K | 0.29% | 99 |
|
|
2018
Q4 | – | Sell |
-7,000
| Closed | -$266K | – | 108 |
|
|
2018
Q3 | $266K | Buy |
+7,000
| New | +$266K | 0.3% | 96 |
|
|
2018
Q2 | – | Sell |
-13,500
| Closed | -$426K | – | 117 |
|
|
2018
Q1 | $426K | Buy |
+13,500
| New | +$426K | 0.56% | 59 |
|