VCWA
PSEC icon

Vanguard Capital Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,563
Closed -$72.6K – 123
2024
Q3 		$72.6K Sell
13,563
-6,740
-33% -$35.8K 0.08% 108
2024
Q2 		$112K Sell
20,303
-4,549
-18% -$25K 0.08% 129
2024
Q1 		$137K Sell
24,852
-12,798
-34% -$73.7K 0.1% 139
2023
Q4 		$226K Sell
37,650
-2,513
-6% -$14.5K 0.18% 113
2023
Q3 		$243K Sell
40,163
-4,325
-10% -$27K 0.23% 91
2023
Q2 		$276K Sell
44,488
-619
-1% -$3.98K 0.25% 85
2023
Q1 		$314K Buy
45,107
+479
+1% +$3.48K 0.31% 73
2022
Q4 		$312K Buy
44,628
+1,149
+3% +$8.26K 0.36% 69
2022
Q3 		$269K Sell
43,479
-1,504
-3% -$11.2K 0.33% 75
2022
Q2 		$314K Sell
44,983
-21,313
-32% -$164K 0.35% 72
2022
Q1 		$548K Sell
66,296
-11,759
-15% -$97.9K 0.39% 65
2021
Q4 		$656K Sell
78,055
-8,204
-10% -$69K 0.47% 55
2021
Q3 		$636 Buy
86,259
+5,722
+7% +$46.1K 0.43% 59
2021
Q2 		$675K Buy
80,537
+4,439
+6% +$37.1K 0.51% 55
2021
Q1 		$606K Sell
76,098
-1,233
-2% -$8.51K 0.52% 48
2020
Q4 		$422K Buy
+77,331
New +$407K 0.39% 69
2020
Q2 		$482K Buy
+94,468
New +$442K 0.56% 47
2019
Q4 		$1.17M Buy
181,093
+1,002
+0.6% +$6.53K 1.22% 21
2019
Q3 		$1.19M Buy
180,091
+16,368
+10% +$108K 1.38% 20
2019
Q2 		$1.07M Buy
163,723
+8,662
+6% +$57.3K 1.29% 21
2019
Q1 		$1.01M Buy
155,061
+22,122
+17% +$147K 1.27% 22
2018
Q4 		$838K Buy
132,939
+842
+0.6% +$5.69K 1.25% 22
2018
Q3 		$968K Buy
132,097
+1,207
+0.9% +$8.54K 1.11% 21
2018
Q2 		$878K Buy
130,890
+10,490
+9% +$69.7K 1.17% 21
2018
Q1 		$784K Buy
120,400
+2,361
+2% +$15.8K 1.03% 29
2017
Q4 		$796K Buy
+118,039
New +$770K 1% 32

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PSEC Position: Q4 2024 in Review

Vanguard Capital Wealth Advisors sold out of Prospect Capital (PSEC) in Q4 2024, closing a stake of 13,563 shares — an estimated $72.6K sold.

Vanguard Capital Wealth Advisors first reported a position in PSEC in Q4 2017 and held it in 26 quarters. The position peaked at $1.19M in Q3 2019. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2024.

  • Vanguard Capital Wealth Advisors reported no remaining Prospect Capital position as of Q4 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 13,563 Prospect Capital shares in Q4 2024, an estimated $72.6K.
  • Vanguard Capital Wealth Advisors first reported a position in Prospect Capital in Q4 2017 and held it in 26 quarters.
  • Vanguard Capital Wealth Advisors's Prospect Capital position peaked at $1.19M in Q3 2019.
  • 239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.