Vanguard Capital Wealth Advisors
ENPH icon

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
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 		$487K 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Vanguard Capital Wealth Advisors's ENPH Position: Q2 2024 in Review

Vanguard Capital Wealth Advisors sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 2,100 shares — an estimated $254K sold.

Vanguard Capital Wealth Advisors first reported a position in ENPH in Q4 2020 and held it in 14 quarters. The position peaked at $749K in Q3 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Vanguard Capital Wealth Advisors reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 2,100 Enphase Energy shares in Q2 2024, an estimated $254K.
  • Vanguard Capital Wealth Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 14 quarters.
  • Vanguard Capital Wealth Advisors's Enphase Energy position peaked at $749K in Q3 2022.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.