Vanguard Capital Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
950
+42
| +5% | +$14.9K | 0.33% | 65 |
|
|
2025
Q1 | $318K | Sell |
908
-48
| -5% | -$16.8K | 0.39% | 60 |
|
|
2024
Q4 | $302K | Sell |
956
-3
| -0.3% | -$948 | 0.33% | 70 |
|
|
2024
Q3 | $264K | Buy |
959
+54
| +6% | +$14.8K | 0.28% | 80 |
|
|
2024
Q2 | $238K | Sell |
905
-52
| -5% | -$13.7K | 0.16% | 107 |
|
|
2024
Q1 | $267K | Sell |
957
-4
| -0.4% | -$1.12K | 0.19% | 104 |
|
|
2023
Q4 | $250K | Buy |
961
+9
| +0.9% | +$2.34K | 0.2% | 104 |
|
|
2023
Q3 | $219K | Sell |
952
-5
| -0.5% | -$1.15K | 0.2% | 103 |
|
|
2023
Q2 | $227K | Buy |
957
+56
| +6% | +$13.3K | 0.21% | 106 |
|
|
2023
Q1 | $203K | Sell |
901
-66
| -7% | -$14.9K | 0.2% | 107 |
|
|
2022
Q4 | $201K | Buy |
+967
| New | +$201K | 0.23% | 101 |
|
|
2022
Q2 | – | Sell |
-944
| Closed | -$209K | – | 155 |
|
|
2022
Q1 | $209K | Buy |
+944
| New | +$209K | 0.15% | 130 |
|
|
2021
Q4 | – | Sell |
-950
| Closed | -$211 | – | 161 |
|
|
2021
Q3 | $211 | Hold |
950
| – | – | 0.14% | 132 |
|
|
2021
Q2 | $222K | Sell |
950
-53
| -5% | -$12.4K | 0.17% | 132 |
|
|
2021
Q1 | $220K | Sell |
1,003
-1
| -0.1% | -$219 | 0.19% | 114 |
|
|
2020
Q4 | $219K | Buy |
+1,004
| New | +$219K | 0.2% | 112 |
|
|
2019
Q4 | $235K | Buy |
1,255
+36
| +3% | +$6.74K | 0.25% | 113 |
|
|
2019
Q3 | $209K | Hold |
1,219
| – | – | 0.24% | 110 |
|
|
2019
Q2 | $211K | Buy |
+1,219
| New | +$211K | 0.26% | 102 |
|
|
2018
Q4 | – | Sell |
-2,227
| Closed | -$334K | – | 133 |
|
|
2018
Q3 | $334K | Sell |
2,227
-16
| -0.7% | -$2.4K | 0.38% | 75 |
|
|
2018
Q2 | $297K | Sell |
2,243
-1,000
| -31% | -$132K | 0.39% | 80 |
|
|
2018
Q1 | $379K | Sell |
3,243
-757
| -19% | -$88.6K | 0.5% | 63 |
|
|
2017
Q4 | $456K | Buy |
+4,000
| New | +$456K | 0.57% | 54 |
|