AWM
Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Sell |
40,123
-66
| -0.2% | -$8.8K | 1.79% | 12 |
|
|
2025
Q1 | $5.18M | Sell |
40,189
-3,162
| -7% | -$408K | 1.87% | 11 |
|
|
2024
Q4 | $5.53M | Sell |
43,351
-1,817
| -4% | -$232K | 2.1% | 8 |
|
|
2024
Q3 | $5.79M | Sell |
45,168
-424
| -0.9% | -$54.4K | 2.16% | 6 |
|
|
2024
Q2 | $5.41M | Sell |
45,592
-90
| -0.2% | -$10.7K | 2.16% | 6 |
|
|
2024
Q1 | $5.53M | Buy |
45,682
+426
| +0.9% | +$51.5K | 2.35% | 5 |
|
|
2023
Q4 | $5.05M | Buy |
45,256
+152
| +0.3% | +$17K | 2.54% | 4 |
|
|
2023
Q3 | $4.66M | Sell |
45,104
-22
| -0% | -$2.27K | 2.6% | 5 |
|
|
2023
Q2 | $4.79M | Buy |
45,126
+421
| +0.9% | +$44.7K | 2.63% | 5 |
|
|
2023
Q1 | $4.72M | Buy |
44,705
+579
| +1% | +$61.1K | 1.93% | 4 |
|
|
2022
Q4 | $4.77M | Sell |
44,126
-1,386
| -3% | -$150K | 2.29% | 5 |
|
|
2022
Q3 | $4.57M | Sell |
45,512
-494
| -1% | -$49.6K | 2.44% | 3 |
|
|
2022
Q2 | $4.69M | Sell |
46,006
-54
| -0.1% | -$5.51K | 2.69% | 3 |
|
|
2022
Q1 | $5.19M | Sell |
46,060
-125
| -0.3% | -$14.1K | 2.68% | 3 |
|
|
2021
Q4 | $5.18M | Sell |
46,185
-101
| -0.2% | -$11.3K | 2.54% | 3 |
|
|
2021
Q3 | $4.78M | Sell |
46,286
-17
| -0% | -$1.76K | 3.09% | 2 |
|
|
2021
Q2 | $4.85M | Sell |
46,303
-82
| -0.2% | -$8.59K | 3.22% | 2 |
|
|
2021
Q1 | $4.69M | Buy |
46,385
+58
| +0.1% | +$5.86K | 3.8% | 1 |
|
|
2020
Q4 | $4.24M | Buy |
+46,327
| New | +$4.24M | 3.95% | 1 |
|