Axxcess 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 | $1.02M | Buy |
7,687
+940
| +14% | +$125K | 0.02% | 421 |
|
|
2025
Q1 | $870K | Sell |
6,747
-603
| -8% | -$77.8K | 0.02% | 427 |
|
|
2024
Q4 | $938K | Buy |
7,350
+5,128
| +231% | +$654K | 0.02% | 411 |
|
|
2024
Q3 | $285K | Buy |
2,222
+269
| +14% | +$34.5K | 0.01% | 702 |
|
|
2024
Q2 | $232K | Buy |
+1,953
| New | +$232K | 0.01% | 737 |
|
|
2023
Q4 | – | Sell |
-1,978
| Closed | -$204K | – | 940 |
|
|
2023
Q3 | $204K | Buy |
1,978
+76
| +4% | +$7.85K | 0.01% | 727 |
|
|
2023
Q2 | $202K | Sell |
1,902
-208
| -10% | -$22.1K | 0.01% | 552 |
|
|
2023
Q1 | $223K | Sell |
2,110
-1,988
| -49% | -$210K | 0.02% | 555 |
|
|
2022
Q4 | $443K | Sell |
4,098
-4,370
| -52% | -$473K | 0.04% | 380 |
|
|
2022
Q3 | $803K | Buy |
8,468
+1,958
| +30% | +$186K | 0.08% | 221 |
|
|
2022
Q2 | $662K | Buy |
6,510
+1,848
| +40% | +$188K | 0.06% | 250 |
|
|
2022
Q1 | $523K | Buy |
4,662
+1,559
| +50% | +$175K | 0.04% | 345 |
|
|
2021
Q4 | $348K | Buy |
+3,103
| New | +$348K | 0.03% | 441 |
|