BWM
BCS 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 | $380K | Sell |
2,854
-13
| -0.5% | -$1.73K | 0.08% | 179 |
|
|
2025
Q1 | $370K | Sell |
2,867
-391
| -12% | -$50.5K | 0.1% | 176 |
|
|
2024
Q4 | $416K | Buy |
+3,258
| New | +$416K | 0.1% | 171 |
|
|
2024
Q2 | – | Sell |
-3,230
| Closed | -$391K | – | 238 |
|
|
2024
Q1 | $391K | Sell |
3,230
-20
| -0.6% | -$2.42K | 0.13% | 161 |
|
|
2023
Q4 | $363K | Buy |
3,250
+57
| +2% | +$6.37K | 0.13% | 146 |
|
|
2023
Q3 | $330K | Buy |
+3,193
| New | +$330K | 0.14% | 142 |
|
|
2023
Q2 | – | Sell |
-2,333
| Closed | -$246K | – | 181 |
|
|
2023
Q1 | $246K | Hold |
2,333
| – | – | 0.11% | 134 |
|
|
2022
Q4 | $252K | Buy |
+2,333
| New | +$252K | 0.11% | 162 |
|
|
2022
Q1 | – | Sell |
-2,267
| Closed | -$254K | – | 212 |
|
|
2021
Q4 | $254K | Buy |
+2,267
| New | +$254K | 0.09% | 174 |
|