AWS
Aspen Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,689
| Closed | -$278K | – | 83 |
|
|
2023
Q3 | $278K | Sell |
2,689
-161
| -6% | -$16.6K | 0.22% | 55 |
|
|
2023
Q2 | $302K | Sell |
2,850
-267
| -9% | -$28.3K | 0.23% | 53 |
|
|
2023
Q1 | $329K | Sell |
3,117
-425
| -12% | -$44.8K | 0.26% | 55 |
|
|
2022
Q4 | $383K | Buy |
+3,542
| New | +$383K | 0.31% | 45 |
|