Vanguard Capital Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,047
| Closed | -$387K | – | 133 |
|
|
2025
Q1 | $387K | Buy |
25,047
+3,822
| +18% | +$59.1K | 0.47% | 49 |
|
|
2024
Q4 | $308K | Sell |
21,225
-15,316
| -42% | -$222K | 0.34% | 69 |
|
|
2024
Q3 | $462K | Sell |
36,541
-9,513
| -21% | -$120K | 0.49% | 52 |
|
|
2024
Q2 | $618K | Buy |
46,054
+3,491
| +8% | +$46.8K | 0.42% | 49 |
|
|
2024
Q1 | $501K | Sell |
42,563
-9,211
| -18% | -$108K | 0.35% | 65 |
|
|
2023
Q4 | $501K | Buy |
51,774
+1,559
| +3% | +$15.1K | 0.41% | 59 |
|
|
2023
Q3 | $495K | Sell |
50,215
-2,615
| -5% | -$25.8K | 0.46% | 55 |
|
|
2023
Q2 | $454K | Buy |
52,830
+6,650
| +14% | +$57.2K | 0.41% | 55 |
|
|
2023
Q1 | $369K | Sell |
46,180
-37,520
| -45% | -$300K | 0.37% | 65 |
|
|
2022
Q4 | $671K | Buy |
83,700
+62,924
| +303% | +$505K | 0.78% | 33 |
|
|
2022
Q3 | $114K | Sell |
20,776
-946
| -4% | -$5.19K | 0.14% | 98 |
|
|
2022
Q2 | $128K | Sell |
21,722
-927
| -4% | -$5.46K | 0.14% | 112 |
|
|
2022
Q1 | $142K | Buy |
22,649
+25
| +0.1% | +$157 | 0.1% | 143 |
|
|
2021
Q4 | $154K | Sell |
22,624
-1,977
| -8% | -$13.5K | 0.11% | 137 |
|
|
2021
Q3 | $172 | Buy |
+24,601
| New | +$172 | 0.12% | 141 |
|