Position in VERI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$137,407
-$194,835 QoQ
Shares Held
69,750
-2.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VERI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Vanguard Capital Wealth Advisors holds $2,048,143 across 4 Software - Infrastructure names. VERI ranks #4 (6.7% of the industry book) .
All Filings in VERI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,407 | 69,750 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $332,242 | 71,450 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $310,167 | 64,350 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $80,577 | 63,950 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $148,832 | 64,014 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $246,701 | 75,214 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $253,454 | 70,600 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $67,574 | 29,900 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $173,054 | 32,900 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $74,481 | 41,150 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $145,171 | 56,268 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $259,770 | 66,268 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $269,159 | 46,168 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $209,530 | 39,534 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $214,131 | 38,034 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $245,750 | 37,634 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $690,984 | 37,800 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $862,108 | 38,350 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $910,209 | 38,100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $752,922 | 38,200 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $916,036 | 38,200 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,620,227 | 56,950 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $913,890 | 61,500 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||