Vanguard Capital Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,713	Closed	-$221K	–	135
2019 Q2	$221K	Buy	+5,713	New	+$217K	0.27%	100
2018 Q3	–	Sell	-20,003	Closed	-$702K	–	137
2018 Q2	$702K	Buy	+20,003	New	+$694K	0.93%	37

Other funds holding SPYG

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

RJFSA

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

Vanguard Capital Wealth Advisors's SPYG Position: Q3 2019 in Review

Vanguard Capital Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2019, closing a stake of 5,713 shares — an estimated $221K sold.

Vanguard Capital Wealth Advisors first reported a position in SPYG in Q2 2018 and held it in 2 quarters. The position peaked at $702K in Q2 2018. 343 funds tracked by Wall St. Rank hold SPYG as of Q3 2019.

Vanguard Capital Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2019 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 5,713 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2019, an estimated $221K.
Vanguard Capital Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and held it in 2 quarters.
Vanguard Capital Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $702K in Q2 2018.
343 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.