AWE
Avidian Wealth Enterprises’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 | $2.74M | Sell |
20,578
-1,939
| -9% | -$258K | 0.11% | 99 |
|
|
2025
Q1 | $2.9M | Buy |
22,517
+107
| +0.5% | +$13.8K | 0.13% | 96 |
|
|
2024
Q4 | $2.86M | Sell |
22,410
-96
| -0.4% | -$12.2K | 0.13% | 97 |
|
|
2024
Q3 | $2.89M | Buy |
22,506
+51
| +0.2% | +$6.54K | 0.13% | 92 |
|
|
2024
Q2 | $2.66M | Buy |
22,455
+3,872
| +21% | +$459K | 0.11% | 98 |
|
|
2024
Q1 | $2.25M | Buy |
18,583
+409
| +2% | +$49.5K | 0.11% | 100 |
|
|
2023
Q4 | $2.03M | Sell |
18,174
-1,053
| -5% | -$118K | 0.12% | 104 |
|
|
2023
Q3 | $1.99M | Buy |
19,227
+238
| +1% | +$24.6K | 0.14% | 99 |
|
|
2023
Q2 | $2.01M | Sell |
18,989
-13,414
| -41% | -$1.42M | 0.13% | 112 |
|
|
2023
Q1 | $3.42M | Buy |
32,403
+213
| +0.7% | +$22.5K | 0.19% | 103 |
|
|
2022
Q4 | $3.48M | Buy |
32,190
+1,558
| +5% | +$169K | 0.23% | 88 |
|
|
2022
Q3 | $2.91M | Sell |
30,632
-395
| -1% | -$37.5K | 0.21% | 76 |
|
|
2022
Q2 | $3.16M | Sell |
31,027
-421
| -1% | -$42.8K | 0.22% | 81 |
|
|
2022
Q1 | $3.53M | Sell |
31,448
-457
| -1% | -$51.3K | 0.22% | 82 |
|
|
2021
Q4 | $3.58M | Buy |
31,905
+13,419
| +73% | +$1.5M | 0.22% | 81 |
|
|
2021
Q3 | $1.91M | Buy |
18,486
+1,866
| +11% | +$193K | 0.15% | 92 |
|
|
2021
Q2 | $1.74M | Buy |
16,620
+4,663
| +39% | +$488K | 0.13% | 97 |
|
|
2021
Q1 | $1.21M | Buy |
11,957
+3,300
| +38% | +$334K | 0.1% | 109 |
|
|
2020
Q4 | $792K | Buy |
+8,657
| New | +$792K | 0.08% | 132 |
|
|
2018
Q4 | – | Sell |
-5,227
| Closed | -$455K | – | 120 |
|
|
2018
Q3 | $455K | Hold |
5,227
| – | – | 0.14% | 59 |
|
|
2018
Q2 | $434K | Buy |
+5,227
| New | +$434K | 0.14% | 59 |
|