AWM
Atticus 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 | $4.12M | Buy |
30,887
+1,122
| +4% | +$150K | 1.11% | 14 |
|
|
2025
Q1 | $3.84M | Sell |
29,765
-245
| -0.8% | -$31.6K | 1.25% | 14 |
|
|
2024
Q4 | $3.83M | Buy |
30,010
+1,471
| +5% | +$188K | 1.19% | 15 |
|
|
2024
Q3 | $3.66M | Buy |
28,539
+474
| +2% | +$60.8K | 1.17% | 16 |
|
|
2024
Q2 | $3.33M | Sell |
28,065
-553
| -2% | -$65.6K | 1.09% | 18 |
|
|
2024
Q1 | $3.46M | Sell |
28,618
-161
| -0.6% | -$19.5K | 1.13% | 16 |
|
|
2023
Q4 | $3.21M | Sell |
28,779
-2,280
| -7% | -$255K | 1.13% | 15 |
|
|
2023
Q3 | $3.21M | Buy |
31,059
+1,274
| +4% | +$132K | 1.23% | 15 |
|
|
2023
Q2 | $3.16M | Buy |
29,785
+344
| +1% | +$36.5K | 1.16% | 17 |
|
|
2023
Q1 | $3.11M | Sell |
29,441
-9,723
| -25% | -$1.03M | 1.19% | 17 |
|
|
2022
Q4 | $4.24M | Sell |
39,164
-941
| -2% | -$102K | 1.74% | 12 |
|
|
2022
Q3 | $4.08M | Hold |
40,105
| – | – | 1.97% | 11 |
|
|
2022
Q2 | $4.08M | Sell |
40,105
-608
| -1% | -$61.8K | 1.69% | 14 |
|
|
2022
Q1 | $4.57M | Buy |
40,713
+5,310
| +15% | +$596K | 1.67% | 16 |
|
|
2021
Q4 | $3.97M | Buy |
35,403
+5,272
| +17% | +$591K | 1.55% | 16 |
|
|
2021
Q3 | $3.11M | Buy |
30,131
+162
| +0.5% | +$16.7K | 1.37% | 17 |
|
|
2021
Q2 | $3.14M | Sell |
29,969
-330
| -1% | -$34.6K | 1.37% | 21 |
|
|
2021
Q1 | $3.06M | Sell |
30,299
-890
| -3% | -$90K | 1.46% | 18 |
|
|
2020
Q4 | $2.85M | Buy |
31,189
+12,423
| +66% | +$1.14M | 1.44% | 19 |
|
|
2020
Q3 | $1.52M | Sell |
18,766
-6,983
| -27% | -$565K | 0.91% | 24 |
|
|
2020
Q2 | $2.03M | Sell |
25,749
-6,663
| -21% | -$525K | 1.34% | 20 |
|
|
2020
Q1 | $2.29M | Sell |
32,412
-950
| -3% | -$67.2K | 1.85% | 17 |
|
|
2019
Q4 | $3.13M | Buy |
+33,362
| New | +$3.13M | 1.99% | 16 |
|