Vanguard Capital Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
2,283
-200
| -8% | -$43.7K | 0.5% | 48 |
|
|
2025
Q1 | $347K | Sell |
2,483
-250
| -9% | -$35K | 0.42% | 52 |
|
|
2024
Q4 | $455K | Hold |
2,733
| – | – | 0.5% | 43 |
|
|
2024
Q3 | $466K | Sell |
2,733
-5,178
| -65% | -$882K | 0.49% | 50 |
|
|
2024
Q2 | $1.12M | Buy |
7,911
+68
| +0.9% | +$9.6K | 0.76% | 27 |
|
|
2024
Q1 | $985K | Buy |
7,843
+19
| +0.2% | +$2.39K | 0.69% | 31 |
|
|
2023
Q4 | $825K | Buy |
7,824
+70
| +0.9% | +$7.38K | 0.67% | 29 |
|
|
2023
Q3 | $821K | Buy |
7,754
+118
| +2% | +$12.5K | 0.76% | 28 |
|
|
2023
Q2 | $909K | Buy |
7,636
+23
| +0.3% | +$2.74K | 0.83% | 26 |
|
|
2023
Q1 | $707K | Sell |
7,613
-76
| -1% | -$7.06K | 0.7% | 37 |
|
|
2022
Q4 | $629K | Sell |
7,689
-28
| -0.4% | -$2.29K | 0.73% | 37 |
|
|
2022
Q3 | $471K | Sell |
7,717
-378
| -5% | -$23.1K | 0.57% | 50 |
|
|
2022
Q2 | $565K | Sell |
8,095
-312
| -4% | -$21.8K | 0.64% | 41 |
|
|
2022
Q1 | $695K | Buy |
8,407
+20
| +0.2% | +$1.65K | 0.5% | 49 |
|
|
2021
Q4 | $731K | Buy |
8,387
+16
| +0.2% | +$1.4K | 0.53% | 48 |
|
|
2021
Q3 | $729 | Sell |
8,371
-131
| -2% | -$11 | 0.49% | 51 |
|
|
2021
Q2 | $661K | Buy |
8,502
+23
| +0.3% | +$1.79K | 0.5% | 56 |
|
|
2021
Q1 | $628K | Buy |
8,479
+1,439
| +20% | +$107K | 0.53% | 45 |
|
|
2020
Q4 | $453K | Buy |
+7,040
| New | +$453K | 0.42% | 66 |
|
|
2020
Q2 | $417K | Buy |
+7,548
| New | +$417K | 0.49% | 54 |
|
|
2019
Q4 | $370K | Buy |
6,986
+21
| +0.3% | +$1.11K | 0.39% | 77 |
|
|
2019
Q3 | $383K | Sell |
6,965
-848
| -11% | -$46.6K | 0.45% | 72 |
|
|
2019
Q2 | $445K | Buy |
7,813
+1,113
| +17% | +$63.4K | 0.54% | 58 |
|
|
2019
Q1 | $359K | Hold |
6,700
| – | – | 0.45% | 68 |
|
|
2018
Q4 | $302K | Buy |
6,700
+2
| +0% | +$90 | 0.45% | 65 |
|
|
2018
Q3 | $300K | Sell |
6,698
-117
| -2% | -$5.24K | 0.34% | 87 |
|
|
2018
Q2 | $300K | Hold |
6,815
| – | – | 0.4% | 79 |
|
|
2018
Q1 | $307K | Buy |
6,815
+115
| +2% | +$5.17K | 0.4% | 76 |
|
|
2017
Q4 | $317K | Buy |
+6,700
| New | +$317K | 0.4% | 73 |
|