Vanguard Capital Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $387K | Buy |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $671K | Buy |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $154K | Sell |
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|
2021
Q3 | $172 | Buy |
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