AWA
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Arkadios Wealth Advisors’s Vail Resorts MTN Stock Holding History

Arkadios Wealth Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Buy
2,361
+447
+23% +$61K 0.01% 1360
2025
Q4 		$254K Sell
1,914
-188
-9% -$27.7K 0.01% 1330
2025
Q3 		$314K Sell
2,102
-169
-7% -$26.2K 0.01% 1139
2025
Q2 		$357K Buy
2,271
+3
+0.1% +$446 0.01% 989
2025
Q1 		$363K Buy
2,268
+29
+1% +$4.82K 0.01% 828
2024
Q4 		$420K Sell
2,239
-83
-4% -$14.8K 0.02% 614
2024
Q3 		$405K Buy
2,322
+477
+26% +$85.3K 0.02% 618
2024
Q2 		$332K Sell
1,845
-28
-1% -$5.57K 0.02% 603
2024
Q1 		$417K Sell
1,873
-91
-5% -$20.2K 0.03% 433
2023
Q4 		$419K Sell
1,964
-139
-7% -$30.5K 0.04% 419
2023
Q3 		$467K Sell
2,103
-40
-2% -$9.49K 0.04% 353
2023
Q2 		$539K Sell
2,143
-81
-4% -$19.7K 0.06% 282
2023
Q1 		$520K Buy
2,224
+364
+20% +$87.7K 0.06% 291
2022
Q4 		$443K Buy
1,860
+26
+1% +$6.1K 0.06% 308
2022
Q3 		$395K Sell
1,834
-415
-18% -$94.4K 0.06% 324
2022
Q2 		$490K Buy
2,249
+1,205
+115% +$295K 0.07% 283
2022
Q1 		$272K Buy
+1,044
New +$284K 0.04% 452
2021
Q1 		– Sell
-3
Closed – – 1708
2020
Q4 		$0 Buy
+3
New +$775 ﹤0.01% 1433

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return