AIA
Angeles Investment 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
Q1 | – | Sell |
-130,200
| Closed | -$16.6M | – | 190 |
|
|
2024
Q4 | $16.6M | Hold |
130,200
| – | – | 0.8% | 15 |
|
|
2024
Q3 | $16.7M | Hold |
130,200
| – | – | 0.85% | 14 |
|
|
2024
Q2 | $15.4M | Hold |
130,200
| – | – | 0.79% | 18 |
|
|
2024
Q1 | $15.8M | Hold |
130,200
| – | – | 0.84% | 17 |
|
|
2023
Q4 | $14.5M | Sell |
130,200
-25,800
| -17% | -$2.88M | 0.88% | 18 |
|
|
2023
Q3 | $16.1M | Hold |
156,000
| – | – | 1.26% | 14 |
|
|
2023
Q2 | $16.5M | Hold |
156,000
| – | – | 1.4% | 7 |
|
|
2023
Q1 | $16.5M | Sell |
156,000
-12,000
| -7% | -$1.27M | 1.35% | 13 |
|
|
2022
Q4 | $18.2M | Hold |
168,000
| – | – | 1.56% | 11 |
|
|
2022
Q3 | $15.9M | Sell |
168,000
-13,000
| -7% | -$1.23M | 1.66% | 9 |
|
|
2022
Q2 | $18.4M | Hold |
181,000
| – | – | 1.68% | 9 |
|
|
2022
Q1 | $20.3M | Buy |
181,000
+33,650
| +23% | +$3.78M | 1.4% | 11 |
|
|
2021
Q4 | $16.5M | Sell |
147,350
-1
| -0% | -$112 | 0.82% | 19 |
|
|
2021
Q3 | $15.2M | Buy |
147,351
+1
| +0% | +$103 | 0.89% | 19 |
|
|
2021
Q2 | $15.4M | Buy |
147,350
+142,200
| +2,761% | +$14.9M | 0.96% | 16 |
|
|
2021
Q1 | $521K | Hold |
5,150
| – | – | 0.04% | 79 |
|
|
2020
Q4 | $471K | Hold |
5,150
| – | – | 0.05% | 79 |
|
|
2020
Q3 | $417K | Buy |
+5,150
| New | +$417K | 0.05% | 73 |
|