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Vanguard Capital Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,741
Closed -$220K – 136
2022
Q1 		$220K Buy
3,741
+102
+3% +$6.46K 0.16% 123
2021
Q4 		$224K Buy
+3,639
New +$230K 0.16% 120

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IAT Position: Q2 2022 in Review

Vanguard Capital Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 3,741 shares — an estimated $220K sold.

Vanguard Capital Wealth Advisors first reported a position in IAT in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

  • Vanguard Capital Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 3,741 iShares US Regional Banks ETF shares in Q2 2022, an estimated $220K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 2 quarters.
  • Vanguard Capital Wealth Advisors's iShares US Regional Banks ETF position peaked at $224K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.