Vanguard Capital Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,575
Closed -$823K 127
2025
Q1
$823K Buy
+17,575
New +$930K 1.01% 21

Other funds holding IBIT

Vanguard Capital Wealth Advisors's IBIT Position: Q2 2025 in Review

Vanguard Capital Wealth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q2 2025, closing a stake of 17,575 shares — an estimated $823K sold.

Vanguard Capital Wealth Advisors first reported a position in IBIT in Q1 2025 and held it in 1 quarter. The position peaked at $823K in Q1 2025. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Vanguard Capital Wealth Advisors reported no remaining iShares Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 17,575 iShares Bitcoin Trust shares in Q2 2025, an estimated $823K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's iShares Bitcoin Trust position peaked at $823K in Q1 2025.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.