VANGUARD CAPITAL WEALTH ADVISORS – Morgan Stanley Transaction History
VANGUARD CAPITAL WEALTH ADVISORS portfolio value:
$855,000
portfolio value
VANGUARD CAPITAL WEALTH ADVISORS quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.40% | 149 shares | 44K | $79.01 | 10.82K |
| Q2 2022 | share | Decrease | -6.99% | -802 shares | -191K | $76.06 | 10.67K |
| Q1 2022 | share | Increase | +2.70% | 302 shares | -94K | $87.4 | 11.47K |
| Q4 2021 | share | Decrease | -0.80% | -90 shares | 0 | $98.8 | 11.17K |
| Q3 2021 | share | Decrease | -16.90% | -2.29K shares | -146K | $96.65 | 11.26K |
| Q2 2021 | share | Increase | +43.37% | 4.1K shares | 494.83K | $90.41 | 13.55K |
| Q1 2021 | share | Increase | +109.93% | 4.95K shares | 442.16K | $76.26 | 9.45K |
| Q4 2020 | share | Increase | 0.00% | 4.50K shares | 305K | $66.95 | 4.50K |
| Q2 2020 | share | Decrease | -100.00% | -3.94K shares | -201K | $46.52 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.94K shares | 201K | $48.5 | 3.94K |
| Q1 2018 | share | Decrease | -100.00% | -3.94K shares | -207.15K | $48.9 | 0 |
| Q4 2017 | share | Increase | 0.00% | 3.94K shares | 207.15K | $47.34 | 3.94K |