Vanguard Capital Wealth Advisors’s Altria Group MO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,361	Closed	-$222K	–	142
2025 Q3	$222K	Buy	+3,361	New	+$213K	0.18%	114
2022 Q3	–	Sell	-9,098	Closed	-$380K	–	121
2022 Q2	$380K	Buy	+9,098	New	+$471K	0.43%	60
2019 Q4	$244K	Sell	4,899 -878	-15%	-$41.4K	0.26%	110
2019 Q3	$236K	Buy	5,777 +854	+17%	+$39.3K	0.28%	99
2019 Q2	$233K	Buy	4,923 +24	+0.5%	+$1.26K	0.28%	92
2019 Q1	$281K	Buy	4,899 +27	+0.6%	+$1.38K	0.35%	82
2018 Q4	$240K	Sell	4,872 -83	-2%	-$4.81K	0.36%	83
2018 Q3	$2.98M	Sell	4,955 -124	-2%	-$7.36K	3.4%	4
2018 Q2	$288K	Sell	5,079 -1,878	-27%	-$108K	0.38%	87
2018 Q1	$434K	Sell	6,957 -626	-8%	-$41.5K	0.57%	57
2017 Q4	$542K	Buy	+7,583	New	+$508K	0.68%	46

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors's MO Position: Q4 2025 in Review

Vanguard Capital Wealth Advisors sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,361 shares — an estimated $222K sold.

Vanguard Capital Wealth Advisors first reported a position in MO in Q4 2017 and held it in 11 quarters. The position peaked at $2.98M in Q3 2018. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Vanguard Capital Wealth Advisors reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 3,361 Altria Group shares in Q4 2025, an estimated $222K.
Vanguard Capital Wealth Advisors first reported a position in Altria Group in Q4 2017 and held it in 11 quarters.
Vanguard Capital Wealth Advisors's Altria Group position peaked at $2.98M in Q3 2018.
2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.