Vanguard Capital Wealth Advisors’s Ford F Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,133	Closed	-$161K	–	147
2024 Q1	$161K	Sell	12,133 -1,302	-10%	-$15.8K	0.11%	133
2023 Q4	$164K	Sell	13,435 -3,430	-20%	-$38.2K	0.13%	126
2023 Q3	$209K	Sell	16,865 -1,369	-8%	-$17.8K	0.19%	105
2023 Q2	$276K	Sell	18,234 -4,071	-18%	-$51.5K	0.25%	84
2023 Q1	$281K	Buy	22,305 +3,407	+18%	+$42.7K	0.28%	78
2022 Q4	$220K	Buy	18,898 +156	+0.8%	+$2K	0.25%	93
2022 Q3	$210K	Buy	18,742 +339	+2%	+$4.74K	0.26%	91
2022 Q2	$204K	Buy	18,403 +2,036	+12%	+$27.9K	0.23%	97
2022 Q1	$276K	Sell	16,367 -489	-3%	-$9.3K	0.2%	106
2021 Q4	$350K	Sell	16,856 -864	-5%	-$15.9K	0.25%	88
2021 Q3	$251	Buy	17,720 +1,545	+10%	+$21K	0.17%	116
2021 Q2	$240K	Buy	+16,175	New	+$215K	0.18%	122
2019 Q4	$117K	Buy	+12,591	New	+$113K	0.12%	132

Other funds holding F

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM