AWA
Acorn 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 | $222K | Sell |
1,665
-59
| -3% | -$7.87K | 0.08% | 226 |
|
|
2025
Q1 | $222K | Sell |
1,724
-25
| -1% | -$3.23K | 0.09% | 219 |
|
|
2024
Q4 | $223K | Sell |
1,749
-13
| -0.7% | -$1.66K | 0.09% | 213 |
|
|
2024
Q3 | $226K | Buy |
1,762
+8
| +0.5% | +$1.03K | 0.1% | 205 |
|
|
2024
Q2 | $208K | Sell |
1,754
-17
| -1% | -$2.02K | 0.1% | 195 |
|
|
2024
Q1 | $214K | Buy |
+1,771
| New | +$214K | 0.11% | 190 |
|