Vanguard Capital Wealth Advisors Schwab Fundamental U S Broad M Transaction History

Vanguard Capital Wealth Advisors

  • $78.9 Million
  • Q1 2025

A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 20,714 shares of FNDB stock, worth $478,907. This represents 0.6% of its overall portfolio holdings.

Number of Shares
20,714
Previous 19,762 4.82%
Holding current value
$478,907
Previous $459,000 3.05%
% of portfolio
0.6%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$22.52 - $24.48 $21,439 - $23,304
952 Added 4.82%
20,714 $473,000
Q4 2024

Feb 14, 2025
BUY
$23.07 - $70.32 $312,275 - $951,851
13,536 Added 217.41%
19,762 $459,000
Q3 2024

Oct 25, 2024
BUY
$64.17 - $70.37 $175,504 - $192,461
2,735 Added 78.34%
6,226 $438,000
Q2 2024

Aug 07, 2024
BUY
$62.66 - $66.26 $218,746 - $231,313
3,491 New
3,491 $228,000

Others Institutions Holding FNDB

# of Institutions
165
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
Track This Portfolio

Track Vanguard Capital Wealth Advisors Portfolio

Follow Vanguard Capital Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Capital Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Capital Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email