Vanguard Capital Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
3,230
+398
| +14% | +$33.9K | 0.27% | 77 |
|
|
2025
Q1 | $201K | Buy |
+2,832
| New | +$201K | 0.25% | 96 |
|
|
2024
Q3 | – | Sell |
-7,087
| Closed | -$450K | – | 125 |
|
|
2024
Q2 | $450K | Hold |
7,087
| – | – | 0.3% | 71 |
|
|
2024
Q1 | $448K | Sell |
7,087
-464
| -6% | -$29.3K | 0.32% | 72 |
|
|
2023
Q4 | $388K | Buy |
7,551
+566
| +8% | +$29.1K | 0.31% | 71 |
|
|
2023
Q3 | $287K | Buy |
6,985
+250
| +4% | +$10.3K | 0.27% | 78 |
|
|
2023
Q2 | $310K | Buy |
6,735
+82
| +1% | +$3.78K | 0.28% | 75 |
|
|
2023
Q1 | $312K | Sell |
6,653
-530
| -7% | -$24.8K | 0.31% | 74 |
|
|
2022
Q4 | $325K | Buy |
7,183
+26
| +0.4% | +$1.18K | 0.38% | 67 |
|
|
2022
Q3 | $299K | Sell |
7,157
-12
| -0.2% | -$501 | 0.36% | 66 |
|
|
2022
Q2 | $329K | Buy |
7,169
+288
| +4% | +$13.2K | 0.37% | 70 |
|
|
2022
Q1 | $367K | Sell |
6,881
-833
| -11% | -$44.4K | 0.26% | 89 |
|
|
2021
Q4 | $465K | Sell |
7,714
-1,390
| -15% | -$83.8K | 0.33% | 74 |
|
|
2021
Q3 | $639 | Sell |
9,104
-1,724
| -16% | -$121 | 0.43% | 58 |
|
|
2021
Q2 | $766K | Buy |
10,828
+3,951
| +57% | +$280K | 0.58% | 46 |
|
|
2021
Q1 | $500K | Buy |
6,877
+930
| +16% | +$67.6K | 0.43% | 63 |
|
|
2020
Q4 | $361K | Buy |
+5,947
| New | +$361K | 0.33% | 81 |
|
|
2020
Q2 | $296K | Buy |
+6,470
| New | +$296K | 0.35% | 79 |
|
|
2019
Q4 | $437K | Buy |
5,477
+1,500
| +38% | +$120K | 0.46% | 66 |
|
|
2019
Q3 | $274K | Hold |
3,977
| – | – | 0.32% | 91 |
|
|
2019
Q2 | $278K | Sell |
3,977
-1,500
| -27% | -$105K | 0.34% | 83 |
|
|
2019
Q1 | $340K | Buy |
+5,477
| New | +$340K | 0.43% | 71 |
|
|
2018
Q4 | – | Sell |
-8,512
| Closed | -$610K | – | 109 |
|
|
2018
Q3 | $610K | Sell |
8,512
-4,000
| -32% | -$287K | 0.7% | 43 |
|
|
2018
Q2 | $837K | Buy |
+12,512
| New | +$837K | 1.11% | 26 |
|
|
2018
Q1 | – | Sell |
-13,332
| Closed | -$992K | – | 112 |
|
|
2017
Q4 | $992K | Buy |
+13,332
| New | +$992K | 1.24% | 23 |
|