Vanguard Capital Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,300
| Closed | -$440K | – | 131 |
|
|
2024
Q4 | $440K | Buy |
+7,300
| New | +$440K | 0.48% | 45 |
|
|
2024
Q3 | – | Sell |
-11,200
| Closed | -$814K | – | 156 |
|
|
2024
Q2 | $814K | Buy |
11,200
+1,550
| +16% | +$113K | 0.55% | 37 |
|
|
2024
Q1 | $743K | Sell |
9,650
-3,600
| -27% | -$277K | 0.52% | 43 |
|
|
2023
Q4 | $816K | Sell |
13,250
-7,500
| -36% | -$462K | 0.66% | 30 |
|
|
2023
Q3 | $954K | Sell |
20,750
-1,600
| -7% | -$73.6K | 0.88% | 22 |
|
|
2023
Q2 | $965K | Buy |
22,350
+11,200
| +100% | +$484K | 0.88% | 22 |
|
|
2023
Q1 | $353K | Sell |
11,150
-3,050
| -21% | -$96.7K | 0.35% | 69 |
|
|
2022
Q4 | $351K | Buy |
+14,200
| New | +$351K | 0.41% | 62 |
|
|
2022
Q1 | – | Sell |
-13,500
| Closed | -$566K | – | 168 |
|
|
2021
Q4 | $566K | Buy |
+13,500
| New | +$566K | 0.41% | 62 |
|