VCWA
SRXH

Vanguard Capital Wealth Advisors’s SRX Global SRXH Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-121
Closed -$65.4K – 157
2023
Q4 		$65.4K Hold
121
– – 0.05% 140
2023
Q3 		$29.4K Hold
121
– – 0.03% 131
2023
Q2 		$49.7K Hold
121
– – 0.05% 132
2023
Q1 		$87.6K Buy
121
+91
+303% +$111K 0.09% 117
2022
Q4 		$31.4K Hold
30
– – 0.04% 119
2022
Q3 		$46K Hold
30
– – 0.06% 110
2022
Q2 		$129K Sell
30
-2
-6% -$9.35K 0.15% 111
2022
Q1 		$157K Hold
32
– – 0.11% 141
2021
Q4 		$199K Buy
32
+11
+52% +$79.1K 0.14% 130
2021
Q3 		$153 Buy
21
+13
+163% +$97.2K 0.1% 144
2021
Q2 		$59K Buy
+8
New +$65.8K 0.04% 154

Other funds holding SRXH

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SRXH Position: Q1 2024 in Review

Vanguard Capital Wealth Advisors sold out of SRX Global (SRXH) in Q1 2024, closing a stake of 121 shares — an estimated $65.4K sold.

Vanguard Capital Wealth Advisors first reported a position in SRXH in Q2 2021 and held it in 11 quarters. The position peaked at $199K in Q4 2021. 7 funds tracked by Wall St. Rank hold SRXH as of Q1 2024.

  • Vanguard Capital Wealth Advisors reported no remaining SRX Global position as of Q1 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 121 SRX Global shares in Q1 2024, an estimated $65.4K.
  • Vanguard Capital Wealth Advisors first reported a position in SRX Global in Q2 2021 and held it in 11 quarters.
  • Vanguard Capital Wealth Advisors's SRX Global position peaked at $199K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held SRX Global as of Q1 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.