VCWA
RSP icon

Vanguard Capital Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,734
Closed -$274K – 164
2023
Q4 		$274K Buy
+1,734
New +$252K 0.22% 97
2023
Q3 		– Sell
-3,518
Closed -$526K – 152
2023
Q2 		$526K Buy
+3,518
New +$507K 0.48% 47
2019
Q2 		– Sell
-2,050
Closed -$214K – 133
2019
Q1 		$214K Sell
2,050
-1,644
-45% -$166K 0.27% 103
2018
Q4 		$337K Buy
+3,694
New +$366K 0.5% 61
2018
Q2 		– Sell
-3,371
Closed -$331K – 125
2018
Q1 		$331K Buy
3,371
+2,557
+314% +$262K 0.44% 70
2017
Q4 		$207K Buy
+814
New +$79.9K 0.26% 108

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return