9WM
9258 Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.37M | Sell |
10,715
-146
| -1% | -$18.7K | 0.2% | 97 |
|
|
2024
Q2 | $1.29M | Sell |
10,861
-113
| -1% | -$13.4K | 0.2% | 99 |
|
|
2024
Q1 | $1.33M | Buy |
10,974
+55
| +0.5% | +$6.66K | 0.21% | 92 |
|
|
2023
Q4 | $1.22M | Sell |
10,919
-790
| -7% | -$88.2K | 0.21% | 91 |
|
|
2023
Q3 | $1.21M | Sell |
11,709
-438
| -4% | -$45.3K | 0.24% | 85 |
|
|
2023
Q2 | $1.29M | Sell |
12,147
-344
| -3% | -$36.5K | 0.24% | 81 |
|
|
2023
Q1 | $1.32M | Hold |
12,491
| – | – | 0.27% | 78 |
|
|
2022
Q4 | $1.35M | Sell |
12,491
-1,317
| -10% | -$143K | 0.29% | 74 |
|
|
2022
Q3 | $1.31M | Sell |
13,808
-256
| -2% | -$24.3K | 0.34% | 69 |
|
|
2022
Q2 | $1.43M | Hold |
14,064
| – | – | 0.37% | 64 |
|
|
2022
Q1 | $1.58M | Sell |
14,064
-999
| -7% | -$112K | 0.37% | 58 |
|
|
2021
Q4 | $1.69M | Buy |
15,063
+74
| +0.5% | +$8.3K | 0.39% | 47 |
|
|
2021
Q3 | $1.55M | Buy |
14,989
+189
| +1% | +$19.5K | 0.41% | 47 |
|
|
2021
Q2 | $1.55M | Sell |
14,800
-71
| -0.5% | -$7.44K | 0.42% | 47 |
|
|
2021
Q1 | $1.5M | Sell |
14,871
-8,849
| -37% | -$894K | 0.45% | 43 |
|
|
2020
Q4 | $2.17M | Sell |
23,720
-199
| -0.8% | -$18.2K | 0.71% | 22 |
|
|
2020
Q3 | $1.9M | Sell |
23,919
-4,603
| -16% | -$366K | 0.72% | 22 |
|
|
2020
Q2 | $2.25M | Sell |
28,522
-132
| -0.5% | -$10.4K | 0.91% | 19 |
|
|
2020
Q1 | $2.24M | Buy |
28,654
+355
| +1% | +$27.7K | 0.98% | 19 |
|
|
2019
Q4 | $2.65M | Buy |
28,299
+18,818
| +198% | +$1.76M | 0.97% | 16 |
|
|
2019
Q3 | $841K | Buy |
9,481
+308
| +3% | +$27.3K | 0.66% | 50 |
|
|
2019
Q2 | $802K | Sell |
9,173
-555
| -6% | -$48.5K | 0.65% | 53 |
|
|
2019
Q1 | $833K | Buy |
9,728
+8
| +0.1% | +$685 | 0.71% | 46 |
|
|
2018
Q4 | $758K | Buy |
+9,720
| New | +$758K | 0.73% | 43 |
|