Vanguard Capital Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,996	Closed	-$315K	–	165
2021 Q4	$315K	Sell	7,996 -497	-6%	-$19.3K	0.23%	94
2021 Q3	$329	Hold	8,493	–	–	0.22%	91
2021 Q2	$334K	Sell	8,493 -10,197	-55%	-$395K	0.25%	96
2021 Q1	$722K	Sell	18,690 -3,991	-18%	-$151K	0.61%	42
2020 Q4	$869K	Buy	+22,681	New	+$847K	0.8%	31
2020 Q2	$995K	Buy	+28,745	New	+$979K	1.16%	24
2019 Q4	$547K	Sell	14,555 -928	-6%	-$34.6K	0.57%	46
2019 Q3	$581K	Buy	15,483 +5,549	+56%	+$206K	0.68%	45
2019 Q2	$366K	Sell	9,934 -9,335	-48%	-$342K	0.44%	70
2019 Q1	$704K	Sell	19,269 -1,139	-6%	-$40.9K	0.88%	33
2018 Q4	$698K	Sell	20,408 -12,135	-37%	-$430K	1.04%	27
2018 Q3	$1.21M	Buy	32,543 +729	+2%	+$27.4K	1.38%	19
2018 Q2	$1.2M	Sell	31,814 -1,724	-5%	-$64.2K	1.59%	14
2018 Q1	$1.26M	Buy	33,538 +15,702	+88%	+$589K	1.65%	16
2017 Q4	$679K	Buy	+17,836	New	+$685K	0.85%	38

Other funds holding PFF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PFF Position: Q1 2022 in Review

Vanguard Capital Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 7,996 shares — an estimated $315K sold.

Vanguard Capital Wealth Advisors first reported a position in PFF in Q4 2017 and held it in 15 quarters. The position peaked at $1.26M in Q1 2018. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Vanguard Capital Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 7,996 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $315K.
Vanguard Capital Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 15 quarters.
Vanguard Capital Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.26M in Q1 2018.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.