BWA
Blodgett Wealth Advisors’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 | $281K | Hold |
2,107
| – | – | 0.22% | 53 |
|
|
2025
Q1 | $272K | Hold |
2,107
| – | – | 0.23% | 51 |
|
|
2024
Q4 | $269K | Hold |
2,107
| – | – | 0.21% | 50 |
|
|
2024
Q3 | $270K | Hold |
2,107
| – | – | 0.23% | 53 |
|
|
2024
Q2 | $250K | Hold |
2,107
| – | – | 0.21% | 50 |
|
|
2024
Q1 | $255K | Hold |
2,107
| – | – | 0.23% | 54 |
|
|
2023
Q4 | $235K | Hold |
2,107
| – | – | 0.24% | 56 |
|
|
2023
Q3 | $218K | Hold |
2,107
| – | – | 0.24% | 52 |
|
|
2023
Q2 | $223K | Hold |
2,107
| – | – | 0.23% | 55 |
|
|
2023
Q1 | $222K | Hold |
2,107
| – | – | 0.26% | 55 |
|
|
2022
Q4 | $228K | Hold |
2,107
| – | – | 0.28% | 52 |
|
|
2022
Q3 | $200K | Hold |
2,107
| – | – | 0.24% | 56 |
|
|
2022
Q2 | $214K | Hold |
2,107
| – | – | 0.23% | 61 |
|
|
2022
Q1 | $237K | Hold |
2,107
| – | – | 0.2% | 71 |
|
|
2021
Q4 | $236K | Buy |
+2,107
| New | +$236K | 0.18% | 77 |
|