AWA
Arkadios 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 | $23.1M | Buy |
173,036
+23,639
| +16% | +$3.15M | 0.68% | 22 |
|
|
2025
Q1 | $19.3M | Buy |
149,397
+133,204
| +823% | +$17.2M | 0.73% | 19 |
|
|
2024
Q4 | $2.07M | Buy |
16,193
+3,737
| +30% | +$477K | 0.11% | 180 |
|
|
2024
Q3 | $1.6M | Sell |
12,456
-556
| -4% | -$71.3K | 0.09% | 224 |
|
|
2024
Q2 | $1.54M | Buy |
13,012
+5,310
| +69% | +$630K | 0.1% | 204 |
|
|
2024
Q1 | $932K | Sell |
7,702
-3,150
| -29% | -$381K | 0.07% | 253 |
|
|
2023
Q4 | $1.21M | Sell |
10,852
-14,977
| -58% | -$1.67M | 0.1% | 191 |
|
|
2023
Q3 | $2.67M | Buy |
25,829
+23,144
| +862% | +$2.39M | 0.25% | 101 |
|
|
2023
Q2 | $285K | Sell |
2,685
-584
| -18% | -$61.9K | 0.03% | 460 |
|
|
2023
Q1 | $345K | Buy |
3,269
+501
| +18% | +$52.9K | 0.04% | 393 |
|
|
2022
Q4 | $299K | Sell |
2,768
-259
| -9% | -$28K | 0.04% | 406 |
|
|
2022
Q3 | $287K | Buy |
3,027
+645
| +27% | +$61.2K | 0.04% | 388 |
|
|
2022
Q2 | $242K | Sell |
2,382
-614
| -20% | -$62.4K | 0.04% | 456 |
|
|
2022
Q1 | $336K | Sell |
2,996
-83
| -3% | -$9.31K | 0.04% | 398 |
|
|
2021
Q4 | $345K | Buy |
3,079
+253
| +9% | +$28.3K | 0.05% | 403 |
|
|
2021
Q3 | $292K | Sell |
2,826
-61,406
| -96% | -$6.34M | 0.04% | 411 |
|
|
2021
Q2 | $6.73M | Buy |
64,232
+2,450
| +4% | +$257K | 0.82% | 14 |
|
|
2021
Q1 | $6.25M | Buy |
61,782
+5,557
| +10% | +$562K | 1.03% | 14 |
|
|
2020
Q4 | $5.15M | Buy |
56,225
+48,773
| +654% | +$4.46M | 1.08% | 17 |
|
|
2020
Q3 | $626K | Sell |
7,452
-22
| -0.3% | -$1.85K | 0.31% | 68 |
|
|
2020
Q2 | $600K | Buy |
7,474
+980
| +15% | +$78.7K | 0.33% | 64 |
|
|
2020
Q1 | $459K | Sell |
6,494
-666
| -9% | -$47.1K | 0.29% | 78 |
|
|
2019
Q4 | $676K | Buy |
+7,160
| New | +$676K | 0.4% | 57 |
|