AWM
Ameliora 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 | $225K | Sell |
1,689
-1,430
| -46% | -$191K | 0.08% | 96 |
|
|
2025
Q1 | $402K | Hold |
3,119
| – | – | 0.15% | 69 |
|
|
2024
Q4 | $398K | Hold |
3,119
| – | – | 0.15% | 69 |
|
|
2024
Q3 | $400K | Hold |
3,119
| – | – | 0.17% | 60 |
|
|
2024
Q2 | $370K | Hold |
3,119
| – | – | 0.17% | 62 |
|
|
2024
Q1 | $377K | Hold |
3,119
| – | – | 0.17% | 67 |
|
|
2023
Q4 | $348K | Buy |
+3,119
| New | +$348K | 0.17% | 66 |
|