Vanguard Capital Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,734
| Closed | -$274K | – | 161 |
|
|
2023
Q4 | $274K | Buy |
+1,734
| New | +$274K | 0.22% | 97 |
|
|
2023
Q3 | – | Sell |
-3,518
| Closed | -$526K | – | 142 |
|
|
2023
Q2 | $526K | Buy |
+3,518
| New | +$526K | 0.48% | 47 |
|
|
2019
Q2 | – | Sell |
-2,050
| Closed | -$214K | – | 133 |
|
|
2019
Q1 | $214K | Sell |
2,050
-1,644
| -45% | -$172K | 0.27% | 103 |
|
|
2018
Q4 | $337K | Buy |
+3,694
| New | +$337K | 0.5% | 61 |
|
|
2018
Q2 | – | Sell |
-3,371
| Closed | -$331K | – | 125 |
|
|
2018
Q1 | $331K | Buy |
3,371
+2,557
| +314% | +$251K | 0.44% | 70 |
|
|
2017
Q4 | $207K | Buy |
+814
| New | +$207K | 0.26% | 108 |
|