BW
BIP Wealth’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 | $7.14M | Sell |
53,583
-2,539
| -5% | -$338K | 0.44% | 39 |
|
|
2025
Q1 | $7.24M | Sell |
56,122
-5,037
| -8% | -$650K | 0.47% | 35 |
|
|
2024
Q4 | $7.8M | Sell |
61,159
-3,933
| -6% | -$502K | 0.52% | 31 |
|
|
2024
Q3 | $8.34M | Buy |
65,092
+6,711
| +11% | +$860K | 0.57% | 29 |
|
|
2024
Q2 | $6.92M | Sell |
58,381
-10,868
| -16% | -$1.29M | 0.57% | 30 |
|
|
2024
Q1 | $8.38M | Sell |
69,249
-1,150
| -2% | -$139K | 0.61% | 26 |
|
|
2023
Q4 | $7.86M | Buy |
70,399
+4,525
| +7% | +$505K | 0.62% | 29 |
|
|
2023
Q3 | $6.81M | Sell |
65,874
-12,332
| -16% | -$1.27M | 0.63% | 30 |
|
|
2023
Q2 | $8.3M | Buy |
78,206
+8,121
| +12% | +$861K | 0.68% | 23 |
|
|
2023
Q1 | $7.33M | Buy |
+70,085
| New | +$7.33M | 0.81% | 25 |
|