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Vanguard Capital Wealth Advisors’s Iveda Solutions IVDA Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio IVDA Stock Details IVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,256
Closed -$5.1K – 139
2024
Q2 		$5.1K Hold
1,256
– – ﹤0.01% 141
2024
Q1 		$9.03K Sell
1,256
-156
-11% -$922 0.01% 152
2023
Q4 		$7.16K Buy
+1,412
New +$8.08K 0.01% 144

Other funds holding IVDA

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IVDA Position: Q3 2024 in Review

Vanguard Capital Wealth Advisors sold out of Iveda Solutions (IVDA) in Q3 2024, closing a stake of 1,256 shares — an estimated $5.1K sold.

Vanguard Capital Wealth Advisors first reported a position in IVDA in Q4 2023 and held it in 3 quarters. The position peaked at $9.03K in Q1 2024. 9 funds tracked by Wall St. Rank hold IVDA as of Q3 2024.

  • Vanguard Capital Wealth Advisors reported no remaining Iveda Solutions position as of Q3 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 1,256 Iveda Solutions shares in Q3 2024, an estimated $5.1K.
  • Vanguard Capital Wealth Advisors first reported a position in Iveda Solutions in Q4 2023 and held it in 3 quarters.
  • Vanguard Capital Wealth Advisors's Iveda Solutions position peaked at $9.03K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Iveda Solutions as of Q3 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.