Vanguard Capital Wealth Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-18,880	Closed	-$800K	–	173
2021 Q2	$800K	Sell	18,880 -3,889	-17%	-$166K	0.61%	43
2021 Q1	$947K	Buy	22,769 +10,456	+85%	+$423K	0.81%	33
2020 Q4	$476K	Buy	+12,313	New	+$438K	0.44%	61
2020 Q2	$133K	Buy	+4,039	New	+$125K	0.16%	105
2018 Q1	–	Sell	-3,119	Closed	-$204K	–	130
2017 Q4	$204K	Buy	+3,119	New	+$203K	0.26%	110

Other funds holding SDIV

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SDIV Position: Q3 2021 in Review

Vanguard Capital Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2021, closing a stake of 18,880 shares — an estimated $800K sold.

Vanguard Capital Wealth Advisors first reported a position in SDIV in Q4 2017 and held it in 5 quarters. The position peaked at $947K in Q1 2021. 112 funds tracked by Wall St. Rank hold SDIV as of Q3 2021.

Vanguard Capital Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2021 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 18,880 Global X SuperDividend ETF shares in Q3 2021, an estimated $800K.
Vanguard Capital Wealth Advisors first reported a position in Global X SuperDividend ETF in Q4 2017 and held it in 5 quarters.
Vanguard Capital Wealth Advisors's Global X SuperDividend ETF position peaked at $947K in Q1 2021.
112 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.