Vanguard Capital Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
12,711
-550
| -4% | -$77.5K | 1.78% | 11 |
|
|
2025
Q1 | $1.55M | Sell |
13,261
-3,100
| -19% | -$362K | 1.89% | 8 |
|
|
2024
Q4 | $2.06M | Buy |
16,361
+4,025
| +33% | +$506K | 2.24% | 8 |
|
|
2024
Q3 | $1.29M | Sell |
12,336
-3,386
| -22% | -$353K | 1.35% | 13 |
|
|
2024
Q2 | $1.53M | Buy |
15,722
+68
| +0.4% | +$6.61K | 1.03% | 17 |
|
|
2024
Q1 | $1.47M | Sell |
15,654
-2,479
| -14% | -$233K | 1.04% | 21 |
|
|
2023
Q4 | $1.69M | Buy |
18,133
+2,323
| +15% | +$217K | 1.37% | 16 |
|
|
2023
Q3 | $1.29M | Buy |
15,810
+5,091
| +47% | +$416K | 1.2% | 16 |
|
|
2023
Q2 | $915K | Sell |
10,719
-85
| -0.8% | -$7.26K | 0.83% | 25 |
|
|
2023
Q1 | $949K | Buy |
10,804
+172
| +2% | +$15.1K | 0.95% | 22 |
|
|
2022
Q4 | $904K | Sell |
10,632
-190
| -2% | -$16.2K | 1.05% | 20 |
|
|
2022
Q3 | $855K | Buy |
10,822
+149
| +1% | +$11.8K | 1.04% | 19 |
|
|
2022
Q2 | $811K | Sell |
10,673
-802
| -7% | -$60.9K | 0.92% | 25 |
|
|
2022
Q1 | $1M | Buy |
11,475
+302
| +3% | +$26.4K | 0.72% | 37 |
|
|
2021
Q4 | $1.1M | Sell |
11,173
-90
| -0.8% | -$8.83K | 0.79% | 33 |
|
|
2021
Q3 | $1.1K | Sell |
11,263
-2,290
| -17% | -$223 | 0.73% | 32 |
|
|
2021
Q2 | $1.24M | Buy |
13,553
+4,100
| +43% | +$376K | 0.94% | 25 |
|
|
2021
Q1 | $747K | Buy |
9,453
+4,950
| +110% | +$391K | 0.64% | 41 |
|
|
2020
Q4 | $305K | Buy |
+4,503
| New | +$305K | 0.28% | 98 |
|
|
2019
Q4 | $201K | Buy |
+3,948
| New | +$201K | 0.21% | 123 |
|
|
2018
Q1 | – | Sell |
-3,948
| Closed | -$207K | – | 124 |
|
|
2017
Q4 | $207K | Buy |
+3,948
| New | +$207K | 0.26% | 109 |
|