BWG
Balanced Wealth Group’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 | $402K | Buy |
2,995
+4
| +0.1% | +$537 | 0.17% | 47 |
|
|
2025
Q1 | $386K | Buy |
2,991
+4
| +0.1% | +$516 | 0.19% | 49 |
|
|
2024
Q4 | $395K | Buy |
2,987
+4
| +0.1% | +$530 | 0.18% | 50 |
|
|
2024
Q3 | $382K | Sell |
2,983
-751
| -20% | -$96.3K | 0.17% | 52 |
|
|
2024
Q2 | $442K | Sell |
3,734
-273
| -7% | -$32.3K | 0.2% | 51 |
|
|
2024
Q1 | $479K | Sell |
4,007
-439
| -10% | -$52.5K | 0.21% | 50 |
|
|
2023
Q4 | $496K | Buy |
+4,446
| New | +$496K | 0.26% | 45 |
|