Vanguard Capital Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,372	Closed	-$22.8K	–	146
2023 Q2	$22.8K	Sell	10,372 -102,465	-91%	-$235K	0.02%	135
2023 Q1	$262K	Buy	112,837 +49,063	+77%	+$119K	0.26%	88
2022 Q4	$140K	Sell	63,774 -10,153	-14%	-$20.9K	0.16%	104
2022 Q3	$132K	Sell	73,927 -79,597	-52%	-$165K	0.16%	96
2022 Q2	$313K	Buy	153,524 +15,221	+11%	+$33.6K	0.35%	73
2022 Q1	$333K	Buy	138,303 +76,770	+125%	+$204K	0.24%	99
2021 Q4	$156K	Sell	61,533 -46,513	-43%	-$119K	0.11%	136
2021 Q3	$264	Sell	108,046 -104,978	-49%	-$257K	0.18%	112
2021 Q2	$543K	Sell	213,024 -345,371	-62%	-$887K	0.41%	65
2021 Q1	$1.32M	Buy	+558,395	New	+$1.16M	1.13%	23

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Capital Wealth Advisors's LYG Position: Q3 2023 in Review

Vanguard Capital Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 10,372 shares — an estimated $22.8K sold.

Vanguard Capital Wealth Advisors first reported a position in LYG in Q1 2021 and held it in 10 quarters. The position peaked at $1.32M in Q1 2021. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

Vanguard Capital Wealth Advisors reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 10,372 Lloyds Banking Group shares in Q3 2023, an estimated $22.8K.
Vanguard Capital Wealth Advisors first reported a position in Lloyds Banking Group in Q1 2021 and held it in 10 quarters.
Vanguard Capital Wealth Advisors's Lloyds Banking Group position peaked at $1.32M in Q1 2021.
350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.