AAS
Avantax Advisory Services’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 | $42M | Buy |
314,722
+17,996
| +6% | +$2.4M | 0.23% | 66 |
|
|
2025
Q1 | $38.3M | Buy |
296,726
+18,327
| +7% | +$2.36M | 0.23% | 63 |
|
|
2024
Q4 | $35.5M | Buy |
278,399
+5,164
| +2% | +$659K | 0.22% | 66 |
|
|
2024
Q3 | $35M | Buy |
273,235
+72
| +0% | +$9.23K | 0.23% | 66 |
|
|
2024
Q2 | $32.4M | Buy |
273,163
+9,747
| +4% | +$1.16M | 0.23% | 62 |
|
|
2024
Q1 | $31.9M | Sell |
263,416
-4,433
| -2% | -$536K | 0.28% | 49 |
|
|
2023
Q4 | $29.9M | Buy |
267,849
+25,251
| +10% | +$2.82M | 0.3% | 40 |
|
|
2023
Q3 | $25.1M | Sell |
242,598
-3,978
| -2% | -$411K | 0.28% | 46 |
|
|
2023
Q2 | $26.2M | Sell |
246,576
-18,861
| -7% | -$2M | 0.3% | 39 |
|
|
2023
Q1 | $28M | Buy |
265,437
+5,987
| +2% | +$632K | 0.34% | 31 |
|
|
2022
Q4 | $28.1M | Buy |
259,450
+13,980
| +6% | +$1.51M | 0.37% | 31 |
|
|
2022
Q3 | $23.3M | Buy |
245,470
+4,470
| +2% | +$424K | 0.36% | 34 |
|
|
2022
Q2 | $24.5M | Buy |
241,000
+6,732
| +3% | +$685K | 0.37% | 33 |
|
|
2022
Q1 | $26.3M | Buy |
234,268
+15,128
| +7% | +$1.7M | 0.36% | 36 |
|
|
2021
Q4 | $24.6M | Sell |
219,140
-2,108
| -1% | -$236K | 0.37% | 34 |
|
|
2021
Q3 | $22.9M | Buy |
221,248
+7,762
| +4% | +$802K | 0.38% | 33 |
|
|
2021
Q2 | $22.4M | Buy |
213,486
+7,123
| +3% | +$746K | 0.41% | 33 |
|
|
2021
Q1 | $20.9M | Buy |
206,363
+999
| +0.5% | +$101K | 0.45% | 30 |
|
|
2020
Q4 | $18.8M | Sell |
205,364
-118,323
| -37% | -$10.8M | 0.45% | 38 |
|
|
2020
Q3 | $26.2M | Buy |
323,687
+90,092
| +39% | +$7.29M | 0.42% | 38 |
|
|
2020
Q2 | $18.4M | Buy |
233,595
+9,368
| +4% | +$738K | 0.53% | 29 |
|
|
2020
Q1 | $15.9M | Sell |
224,227
-17,708
| -7% | -$1.25M | 0.47% | 34 |
|
|
2019
Q4 | $22.7M | Buy |
241,935
+115,367
| +91% | +$10.8M | 0.53% | 23 |
|
|
2019
Q3 | $11.2M | Buy |
126,568
+5,985
| +5% | +$531K | 0.45% | 29 |
|
|
2019
Q2 | $10.5M | Buy |
120,583
+16,453
| +16% | +$1.44M | 0.46% | 27 |
|
|
2019
Q1 | $8.92M | Buy |
104,130
+3,102
| +3% | +$266K | 0.47% | 22 |
|
|
2018
Q4 | $7.88M | Buy |
+101,028
| New | +$7.88M | 1.32% | 12 |
|