Vanguard Capital Wealth Advisors’s Idacorp IDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Buy	2,187 +14	+0.6%	+$2.02K	0.22%	85
2026 Q1	$311K	Buy	2,173 +13	+0.6%	+$1.78K	0.29%	70
2025 Q4	$273K	Buy	2,160 +15	+0.7%	+$1.95K	0.22%	94
2025 Q3	$283K	Buy	2,145 +15	+0.7%	+$1.86K	0.23%	94
2025 Q2	$246K	Buy	2,130 +15	+0.7%	+$1.74K	0.24%	87
2025 Q1	$246K	Buy	2,115 +15	+0.7%	+$1.68K	0.3%	77
2024 Q4	$229K	Buy	2,100 +16	+0.8%	+$1.76K	0.25%	84
2024 Q3	$215K	Buy	+2,084	New	+$208K	0.23%	96
2024 Q2	–	Sell	-3,635	Closed	-$338K	–	151
2024 Q1	$338K	Buy	3,635 +34	+0.9%	+$3.11K	0.24%	85
2023 Q4	$354K	Buy	3,601 +30	+0.8%	+$2.9K	0.29%	76
2023 Q3	$334K	Sell	3,571 -1,657	-32%	-$164K	0.31%	74
2023 Q2	$536K	Buy	5,228 +40	+0.8%	+$4.3K	0.49%	45
2023 Q1	$562K	Buy	5,188 +39	+0.8%	+$4.09K	0.56%	47
2022 Q4	$555K	Buy	5,149 +37	+0.7%	+$3.83K	0.64%	47
2022 Q3	$506K	Buy	5,112 +35	+0.7%	+$3.81K	0.61%	46
2022 Q2	$537K	Buy	5,077 +34	+0.7%	+$3.67K	0.61%	45
2022 Q1	$581K	Buy	5,043 +37	+0.7%	+$4.03K	0.42%	61
2021 Q4	$567K	Buy	5,006 +35	+0.7%	+$3.73K	0.41%	61
2021 Q3	$514	Buy	4,971 +33	+0.7%	+$3.45K	0.34%	70
2021 Q2	$481K	Buy	4,938 +36	+0.7%	+$3.61K	0.37%	74
2021 Q1	$492K	Buy	4,902 +39	+0.8%	+$3.56K	0.42%	65
2020 Q4	$463K	Buy	+4,863	New	+$443K	0.43%	63
2020 Q2	$421K	Buy	+4,825	New	+$435K	0.49%	53
2019 Q4	$508K	Buy	4,758 +22	+0.5%	+$2.35K	0.53%	51
2019 Q3	$533K	Buy	4,736 +27	+0.6%	+$2.88K	0.62%	50
2019 Q2	$472K	Buy	4,709 +30	+0.6%	+$3.03K	0.57%	55
2019 Q1	$465K	Buy	+4,679	New	+$454K	0.58%	52
2018 Q4	–	Sell	-4,620	Closed	-$458K	–	121
2018 Q3	$458K	Buy	4,620 +27	+0.6%	+$2.6K	0.52%	58
2018 Q2	$423K	Buy	4,593 +30	+0.7%	+$2.69K	0.56%	63
2018 Q1	$400K	Buy	4,563 +32	+0.7%	+$2.7K	0.53%	61
2017 Q4	$414K	Buy	+4,531	New	+$423K	0.52%	62

Other funds holding IDA

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IDA Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its Idacorp (IDA) stake by 0.64% in Q2 2026, buying an estimated $2.02K and bringing the position to 2,187 shares worth $331K. The position accounts for 0.22% of the portfolio, ranked #85.

Vanguard Capital Wealth Advisors first reported a position in IDA in Q4 2017 and has held it in 31 quarters since. The position peaked at $581K in Q1 2022. 121 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Vanguard Capital Wealth Advisors held 2,187 shares of Idacorp worth $331K as of Q2 2026.
Vanguard Capital Wealth Advisors bought 14 Idacorp shares in Q2 2026, an estimated $2.02K.
Idacorp made up 0.22% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Vanguard Capital Wealth Advisors first reported a position in Idacorp in Q4 2017 and has held it in 31 quarters since.
Vanguard Capital Wealth Advisors's Idacorp position peaked at $581K in Q1 2022.
121 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.