Vanguard Capital Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Hold |
5,316
| – | – | 3.97% | 5 |
|
|
2025
Q1 | $3.33M | Hold |
5,316
| – | – | 4.07% | 5 |
|
|
2024
Q4 | $3.74M | Hold |
5,316
| – | – | 4.08% | 5 |
|
|
2024
Q3 | $4.3M | Sell |
5,316
-105
| -2% | -$85K | 4.53% | 5 |
|
|
2024
Q2 | $3.51M | Hold |
5,421
| – | – | 2.37% | 12 |
|
|
2024
Q1 | $3.91M | Hold |
5,421
| – | – | 2.75% | 8 |
|
|
2023
Q4 | $3.11M | Sell |
5,421
-50
| -0.9% | -$28.7K | 2.51% | 10 |
|
|
2023
Q3 | $2.43M | Hold |
5,471
| – | – | 2.25% | 10 |
|
|
2023
Q2 | $2.44M | Sell |
5,471
-115
| -2% | -$51.2K | 2.21% | 10 |
|
|
2023
Q1 | $2.21M | Sell |
5,586
-98
| -2% | -$38.8K | 2.2% | 9 |
|
|
2022
Q4 | $2.02M | Sell |
5,684
-200
| -3% | -$71.1K | 2.34% | 9 |
|
|
2022
Q3 | $1.59M | Hold |
5,884
| – | – | 1.93% | 10 |
|
|
2022
Q2 | $1.43M | Sell |
5,884
-266
| -4% | -$64.6K | 1.61% | 11 |
|
|
2022
Q1 | $2.18M | Hold |
6,150
| – | – | 1.56% | 13 |
|
|
2021
Q4 | $2.04M | Hold |
6,150
| – | – | 1.47% | 12 |
|
|
2021
Q3 | $2.16K | Hold |
6,150
| – | – | 1.45% | 14 |
|
|
2021
Q2 | $1.96M | Buy |
6,150
+100
| +2% | +$31.9K | 1.49% | 14 |
|
|
2021
Q1 | $1.95M | Hold |
6,050
| – | – | 1.66% | 15 |
|
|
2020
Q4 | $1.39M | Buy |
+6,050
| New | +$1.39M | 1.28% | 15 |
|
|
2020
Q2 | $916K | Buy |
+6,150
| New | +$916K | 1.07% | 27 |
|
|
2019
Q4 | $1.04M | Sell |
6,250
-400
| -6% | -$66.7K | 1.09% | 24 |
|
|
2019
Q3 | $828K | Buy |
6,650
+100
| +2% | +$12.5K | 0.97% | 24 |
|
|
2019
Q2 | $868K | Buy |
6,550
+300
| +5% | +$39.8K | 1.05% | 24 |
|
|
2019
Q1 | $714K | Buy |
6,250
+650
| +12% | +$74.3K | 0.9% | 32 |
|
|
2018
Q4 | $574K | Buy |
5,600
+500
| +10% | +$51.3K | 0.85% | 37 |
|
|
2018
Q3 | $834K | Buy |
5,100
+200
| +4% | +$32.7K | 0.95% | 26 |
|
|
2018
Q2 | $723K | Hold |
4,900
| – | – | 0.96% | 34 |
|
|
2018
Q1 | $829K | Sell |
4,900
-313
| -6% | -$52.9K | 1.09% | 25 |
|
|
2017
Q4 | $896K | Buy |
+5,213
| New | +$896K | 1.12% | 29 |
|