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Vanguard Capital Wealth Advisors’s Dow Inc DOW Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,926
Closed -$222K – 152
2021
Q4 		$222K Sell
3,926
-6,823
-63% -$389K 0.16% 122
2021
Q3 		$619 Buy
10,749
+7,155
+199% +$438K 0.42% 61
2021
Q2 		$227K Buy
+3,594
New +$237K 0.17% 130
2019
Q4 		$580K Buy
+10,613
New +$548K 0.61% 44

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Capital Wealth Advisors's DOW Position: Q1 2022 in Review

Vanguard Capital Wealth Advisors sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 3,926 shares — an estimated $222K sold.

Vanguard Capital Wealth Advisors first reported a position in DOW in Q4 2019 and held it in 4 quarters. The position peaked at $580K in Q4 2019. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • Vanguard Capital Wealth Advisors reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 3,926 Dow Inc shares in Q1 2022, an estimated $222K.
  • Vanguard Capital Wealth Advisors first reported a position in Dow Inc in Q4 2019 and held it in 4 quarters.
  • Vanguard Capital Wealth Advisors's Dow Inc position peaked at $580K in Q4 2019.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.