Vanguard Capital Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Sell |
2,921
-426
| -13% | -$178K | 1% | 24 |
|
|
2025
Q4 | $1.62M | Buy |
3,347
+105
| +3% | +$52.6K | 1.29% | 19 |
|
|
2025
Q3 | $1.68M | Sell |
3,242
-85
| -3% | -$43.4K | 1.34% | 17 |
|
|
2025
Q2 | $1.65M | Buy |
3,327
+340
| +11% | +$148K | 1.64% | 13 |
|
|
2025
Q1 | $1.12M | Sell |
2,987
-84
| -3% | -$34.2K | 1.37% | 13 |
|
|
2024
Q4 | $1.29M | Sell |
3,071
-166
| -5% | -$70.7K | 1.41% | 12 |
|
|
2024
Q3 | $1.39M | Sell |
3,237
-5,025
| -61% | -$2.15M | 1.46% | 11 |
|
|
2024
Q2 | $3.69M | Buy |
8,262
+22
| +0.3% | +$9.29K | 2.5% | 11 |
|
|
2024
Q1 | $3.47M | Buy |
8,240
+52
| +0.6% | +$21.1K | 2.44% | 11 |
|
|
2023
Q4 | $3.08M | Buy |
8,188
+39
| +0.5% | +$13.9K | 2.49% | 11 |
|
|
2023
Q3 | $2.57M | Buy |
8,149
+69
| +0.9% | +$22.8K | 2.38% | 9 |
|
|
2023
Q2 | $2.75M | Sell |
8,080
-44
| -0.5% | -$13.8K | 2.5% | 9 |
|
|
2023
Q1 | $2.34M | Buy |
8,124
+1,053
| +15% | +$269K | 2.33% | 8 |
|
|
2022
Q4 | $1.7M | Buy |
7,071
+67
| +1% | +$16.1K | 1.96% | 11 |
|
|
2022
Q3 | $1.63M | Sell |
7,004
-712
| -9% | -$188K | 1.98% | 9 |
|
|
2022
Q2 | $1.98M | Sell |
7,716
-26
| -0.3% | -$7.06K | 2.24% | 7 |
|
|
2022
Q1 | $2.39M | Buy |
7,742
+526
| +7% | +$158K | 1.71% | 11 |
|
|
2021
Q4 | $2.43M | Sell |
7,216
-45
| -0.6% | -$14.6K | 1.74% | 9 |
|
|
2021
Q3 | $2.05K | Buy |
7,261
+599
| +9% | +$174K | 1.37% | 15 |
|
|
2021
Q2 | $1.8M | Sell |
6,662
-344
| -5% | -$87.4K | 1.37% | 15 |
|
|
2021
Q1 | $1.75M | Buy |
7,006
+3,024
| +76% | +$702K | 1.49% | 16 |
|
|
2020
Q4 | $1.55M | Buy |
+3,982
| New | +$856K | 1.42% | 13 |
|
|
2020
Q2 | $1.48M | Buy |
+7,275
| New | +$1.32M | 1.73% | 12 |
|
|
2019
Q4 | $912K | Buy |
5,788
+11
| +0.2% | +$1.62K | 0.95% | 27 |
|
|
2019
Q3 | $903K | Sell |
5,777
-702
| -11% | -$96.5K | 1.05% | 23 |
|
|
2019
Q2 | $867K | Buy |
6,479
+766
| +13% | +$97.2K | 1.05% | 25 |
|
|
2019
Q1 | $673K | Sell |
5,713
-4
| -0.1% | -$436 | 0.85% | 35 |
|
|
2018
Q4 | $580K | Sell |
5,717
-309
| -5% | -$33.1K | 0.86% | 36 |
|
|
2018
Q3 | $689K | Hold |
6,026
| – | – | 0.79% | 35 |
|
|
2018
Q2 | $594K | Hold |
6,026
| – | – | 0.79% | 47 |
|
|
2018
Q1 | $539K | Sell |
6,026
-40
| -0.7% | -$3.66K | 0.71% | 48 |
|
|
2017
Q4 | $519K | Buy |
+6,066
| New | +$498K | 0.65% | 49 |
|
Other funds holding MSFT
VCM
VPM
Vanguard Capital Wealth Advisors's MSFT Position: Q1 2026 in Review
Vanguard Capital Wealth Advisors reduced its Microsoft (MSFT) stake by 13% in Q1 2026, selling an estimated $178K and leaving 2,921 shares worth $1.08M. The position accounts for 1% of the portfolio, ranked #24.
Vanguard Capital Wealth Advisors first reported a position in MSFT in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.69M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Vanguard Capital Wealth Advisors held 2,921 shares of Microsoft worth $1.08M as of Q1 2026.
- Vanguard Capital Wealth Advisors sold 426 Microsoft shares in Q1 2026, an estimated $178K.
- Microsoft made up 1% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #24 holding.
- Vanguard Capital Wealth Advisors first reported a position in Microsoft in Q4 2017 and has held it in 32 quarters since.
- Vanguard Capital Wealth Advisors's Microsoft position peaked at $3.69M in Q2 2024.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.