Vanguard Capital Wealth Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio AOD Stock Details AOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Buy	31,820 +126	+0.4%	+$1.29K	0.22%	86
2026 Q1	$292K	Sell	31,694 -1,307	-4%	-$13K	0.27%	75
2025 Q4	$322K	Buy	33,001 +164	+0.5%	+$1.57K	0.26%	83
2025 Q3	$311K	Buy	32,837 +250	+0.8%	+$2.28K	0.25%	87
2025 Q2	$289K	Sell	32,587 -1,264	-4%	-$10.6K	0.29%	73
2025 Q1	$284K	Sell	33,851 -3,729	-10%	-$32.1K	0.35%	67
2024 Q4	$316K	Buy	37,580 +182	+0.5%	+$1.6K	0.34%	65
2024 Q3	$340K	Buy	37,398 +3,724	+11%	+$32.4K	0.36%	64
2024 Q2	$283K	Buy	33,674 +3,158	+10%	+$25.9K	0.19%	101
2024 Q1	$253K	Buy	30,516 +210	+0.7%	+$1.7K	0.18%	111
2023 Q4	$244K	Buy	30,306 +2,558	+9%	+$19.5K	0.2%	107
2023 Q3	$210K	Buy	27,748 +629	+2%	+$5.06K	0.19%	104
2023 Q2	$224K	Buy	27,119 +125	+0.5%	+$1.02K	0.2%	108
2023 Q1	$218K	Buy	26,994 +11,103	+70%	+$90.3K	0.22%	102
2022 Q4	$124K	Sell	15,891 -4,094	-20%	-$31.7K	0.14%	107
2022 Q3	$143K	Buy	19,985 +105	+0.5%	+$849	0.17%	94
2022 Q2	$160K	Sell	19,880 -7,409	-27%	-$64.5K	0.18%	105
2022 Q1	$262K	Sell	27,289 -8,895	-25%	-$86.4K	0.19%	108
2021 Q4	$369K	Sell	36,184 -880	-2%	-$8.81K	0.27%	85
2021 Q3	$361	Buy	37,064 +1,110	+3%	+$11.4K	0.24%	85
2021 Q2	$365K	Buy	35,954 +4,065	+13%	+$40.5K	0.28%	93
2021 Q1	$308K	Sell	31,889 -380	-1%	-$3.51K	0.26%	87
2020 Q4	$287K	Buy	+32,269	New	+$268K	0.26%	100
2020 Q2	$278K	Buy	+36,168	New	+$263K	0.32%	82
2019 Q4	$402K	Sell	44,986 -1,454	-3%	-$12.4K	0.42%	71
2019 Q3	$387K	Buy	46,440 +2,097	+5%	+$17.3K	0.45%	70
2019 Q2	$369K	Buy	44,343 +2,067	+5%	+$17.1K	0.45%	69
2019 Q1	$348K	Buy	42,276 +4,067	+11%	+$33K	0.44%	69
2018 Q4	$275K	Buy	38,209 +14,951	+64%	+$119K	0.41%	70
2018 Q3	$204K	Buy	+23,258	New	+$205K	0.23%	112
2018 Q2	–	Sell	-23,718	Closed	-$209K	–	115
2018 Q1	$209K	Sell	23,718 -4,724	-17%	-$44.7K	0.28%	94
2017 Q4	$269K	Buy	+28,442	New	+$259K	0.34%	90

Other funds holding AOD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Vanguard Capital Wealth Advisors's AOD Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its abrdn Total Dynamic Dividend Fund (AOD) stake by 0.4% in Q2 2026, buying an estimated $1.29K and bringing the position to 31,820 shares worth $328K. The position accounts for 0.22% of the portfolio, ranked #86.

Vanguard Capital Wealth Advisors first reported a position in AOD in Q4 2017 and has held it in 32 quarters since. The position peaked at $402K in Q4 2019. 60 funds tracked by Wall St. Rank hold AOD as of Q2 2026.

Vanguard Capital Wealth Advisors held 31,820 shares of abrdn Total Dynamic Dividend Fund worth $328K as of Q2 2026.
Vanguard Capital Wealth Advisors bought 126 abrdn Total Dynamic Dividend Fund shares in Q2 2026, an estimated $1.29K.
abrdn Total Dynamic Dividend Fund made up 0.22% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Vanguard Capital Wealth Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2017 and has held it in 32 quarters since.
Vanguard Capital Wealth Advisors's abrdn Total Dynamic Dividend Fund position peaked at $402K in Q4 2019.
60 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.