BWM
Benchmark 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 | $17.1M | Sell |
128,380
-3,719
| -3% | -$496K | 7.61% | 4 |
|
|
2025
Q1 | $17M | Sell |
132,099
-3,593
| -3% | -$463K | 8.24% | 4 |
|
|
2024
Q4 | $17.3M | Sell |
135,692
-1,194
| -0.9% | -$152K | 8.52% | 5 |
|
|
2024
Q3 | $17.5M | Sell |
136,886
-106,019
| -44% | -$13.6M | 8.67% | 5 |
|
|
2024
Q2 | $28.8M | Sell |
242,905
-8,266
| -3% | -$980K | 15.35% | 2 |
|
|
2024
Q1 | $30.4M | Sell |
251,171
-478
| -0.2% | -$57.8K | 16.56% | 2 |
|
|
2023
Q4 | $28.1M | Sell |
251,649
-9,523
| -4% | -$1.06M | 16.61% | 2 |
|
|
2023
Q3 | $27M | Sell |
261,172
-809
| -0.3% | -$83.6K | 17.23% | 2 |
|
|
2023
Q2 | $27.8M | Buy |
261,981
+13,512
| +5% | +$1.43M | 16.77% | 2 |
|
|
2023
Q1 | $26.6M | Sell |
248,469
-21,425
| -8% | -$2.29M | 16.96% | 1 |
|
|
2022
Q4 | $29.2M | Buy |
269,894
+7,695
| +3% | +$833K | 21.02% | 1 |
|
|
2022
Q3 | $24.9M | Buy |
262,199
+5,566
| +2% | +$528K | 19.5% | 1 |
|
|
2022
Q2 | $26.1M | Buy |
256,633
+9,417
| +4% | +$958K | 19.21% | 1 |
|
|
2022
Q1 | $27.8M | Buy |
247,216
+5,864
| +2% | +$658K | 18.66% | 2 |
|
|
2021
Q4 | $27.1M | Buy |
241,352
+9,660
| +4% | +$1.08M | 17.48% | 2 |
|
|
2021
Q3 | $23.9M | Buy |
231,692
+14,323
| +7% | +$1.48M | 16.83% | 2 |
|
|
2021
Q2 | $22.8M | Buy |
217,369
+2,764
| +1% | +$290K | 15.64% | 2 |
|
|
2021
Q1 | $21.7M | Buy |
214,605
+17,002
| +9% | +$1.72M | 16.09% | 2 |
|
|
2020
Q4 | $18.1M | Buy |
197,603
+23,489
| +13% | +$2.15M | 13.72% | 3 |
|
|
2020
Q3 | $14.1M | Buy |
174,114
+16,301
| +10% | +$1.32M | 11.12% | 3 |
|
|
2020
Q2 | $12.4M | Buy |
157,813
+1,682
| +1% | +$133K | 10.6% | 3 |
|
|
2020
Q1 | $11M | Sell |
156,131
-21,474
| -12% | -$1.52M | 11.06% | 3 |
|
|
2019
Q4 | $16.6M | Buy |
+177,605
| New | +$16.6M | 14.36% | 3 |
|