AWA
Aaron Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $652K | Buy |
4,888
+953
| +24% | +$127K | 0.07% | 187 |
|
2025
Q1 | $507K | Buy |
3,935
+594
| +18% | +$76.6K | 0.06% | 213 |
|
2024
Q4 | $426K | Hold |
3,341
| – | – | 0.05% | 235 |
|
2024
Q3 | $428K | Hold |
3,341
| – | – | 0.05% | 224 |
|
2024
Q2 | $396K | Hold |
3,341
| – | – | 0.06% | 197 |
|
2024
Q1 | $404K | Hold |
3,341
| – | – | 0.06% | 178 |
|
2023
Q4 | $373K | Hold |
3,341
| – | – | 0.06% | 162 |
|
2023
Q3 | $345K | Sell |
3,341
-34
| -1% | -$3.51K | 0.04% | 181 |
|
2023
Q2 | $358K | Buy |
+3,375
| New | +$358K | 0.05% | 191 |
|