Vanguard Capital Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,450	Closed	-$113K	–	145
2024 Q2	$113K	Sell	10,450 -3,550	-25%	-$36K	0.08%	128
2024 Q1	$143K	Sell	14,000 -1,500	-10%	-$14.5K	0.1%	137
2023 Q4	$133K	Buy	+15,500	New	+$131K	0.11%	130
2022 Q3	–	Sell	-31,355	Closed	-$167K	–	123
2022 Q2	$167K	Sell	31,355 -3,546	-10%	-$20.4K	0.19%	103
2022 Q1	$216K	Sell	34,901 -643	-2%	-$4K	0.15%	125
2021 Q4	$194K	Sell	35,544 -5,282	-13%	-$29.7K	0.14%	131
2021 Q3	$241	Buy	+40,826	New	+$227K	0.16%	119

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

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

Vanguard Capital Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 10,450 shares — an estimated $113K sold.

Vanguard Capital Wealth Advisors first reported a position in MUFG in Q3 2021 and held it in 7 quarters. The position peaked at $216K in Q1 2022. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

Vanguard Capital Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 10,450 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $113K.
Vanguard Capital Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and held it in 7 quarters.
Vanguard Capital Wealth Advisors's Mitsubishi UFJ Financial position peaked at $216K in Q1 2022.
418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

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