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VCWA
Vanguard Capital Wealth Advisors’s
Enphase Energy
ENPH
Stock Holding History
Vanguard Capital Wealth Advisors’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-2,100
Closed
-$254K
–
146
2024
Q1
$254K
Sell
2,100
-400
-16%
-$46.7K
0.18%
110
2023
Q4
$330K
Hold
2,500
–
–
0.27%
82
2023
Q3
$300K
Sell
2,500
-100
-4%
-$14.2K
0.28%
77
2023
Q2
$435K
Sell
2,600
-100
-4%
-$17.9K
0.4%
57
2023
Q1
$568K
Hold
2,700
–
–
0.57%
45
2022
Q4
$715K
Hold
2,700
–
–
0.83%
31
2022
Q3
$749K
Hold
2,700
–
–
0.91%
26
2022
Q2
$527K
Sell
2,700
-600
-18%
-$108K
0.6%
46
2022
Q1
$665K
Sell
3,300
-50
-1%
-$7.86K
0.48%
53
2021
Q4
$612K
Buy
3,350
+100
+3%
+$20.9K
0.44%
57
2021
Q3
$487
Sell
3,250
-150
-4%
-$25.7K
0.33%
71
2021
Q2
$624K
Hold
3,400
–
–
0.47%
57
2021
Q1
$510K
Sell
3,400
-200
-6%
-$35.9K
0.43%
59
2020
Q4
$622K
Buy
+3,600
New
+$457K
0.57%
44
Other funds holding ENPH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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