AWS
Atria Wealth Solutions’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 | $17.1M | Sell |
127,847
-222,004
| -63% | -$29.7M | 0.39% | 50 |
|
|
2025
Q1 | $45.1M | Sell |
349,851
-31,326
| -8% | -$4.04M | 0.54% | 27 |
|
|
2024
Q4 | $48.6M | Buy |
381,177
+12,711
| +3% | +$1.62M | 0.53% | 28 |
|
|
2024
Q3 | $47.2M | Buy |
368,466
+2,426
| +0.7% | +$311K | 0.51% | 32 |
|
|
2024
Q2 | $43.4M | Buy |
366,040
+34,417
| +10% | +$4.08M | 0.48% | 32 |
|
|
2024
Q1 | $40.1M | Buy |
331,623
+12,801
| +4% | +$1.55M | 0.45% | 33 |
|
|
2023
Q4 | $35.6M | Buy |
318,822
+17,583
| +6% | +$1.96M | 0.45% | 34 |
|
|
2023
Q3 | $31.1M | Buy |
301,239
+16,645
| +6% | +$1.72M | 0.44% | 39 |
|
|
2023
Q2 | $30.2M | Buy |
284,594
+9,400
| +3% | +$997K | 0.41% | 37 |
|
|
2023
Q1 | $29M | Sell |
275,194
-68,661
| -20% | -$7.24M | 0.43% | 40 |
|
|
2022
Q4 | $37.2M | Buy |
343,855
+1,231
| +0.4% | +$133K | 0.6% | 23 |
|
|
2022
Q3 | $32.5M | Buy |
342,624
+27,118
| +9% | +$2.57M | 0.56% | 27 |
|
|
2022
Q2 | $32.1M | Buy |
315,506
+4,276
| +1% | +$435K | 0.6% | 22 |
|
|
2022
Q1 | $34.9M | Buy |
+311,230
| New | +$34.9M | 0.58% | 25 |
|