DWP
Destiny Wealth Partners’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 | $6.56M | Sell |
49,204
-635
| -1% | -$84.7K | 0.88% | 41 |
|
2025
Q1 | $6.43M | Sell |
49,839
-1,475
| -3% | -$190K | 1.02% | 32 |
|
2024
Q4 | $6.55M | Sell |
51,314
-870
| -2% | -$111K | 1.07% | 34 |
|
2024
Q3 | $6.69M | Sell |
52,184
-1,295
| -2% | -$166K | 1.17% | 29 |
|
2024
Q2 | $6.34M | Sell |
53,479
-96,868
| -64% | -$11.5M | 1.14% | 31 |
|
2024
Q1 | $18.2M | Sell |
150,347
-10,098
| -6% | -$1.22M | 3.26% | 5 |
|
2023
Q4 | $17.9M | Buy |
160,445
+7,314
| +5% | +$816K | 3.36% | 5 |
|
2023
Q3 | $15.8M | Buy |
153,131
+7,444
| +5% | +$769K | 3.19% | 4 |
|
2023
Q2 | $16M | Sell |
145,687
-15,851
| -10% | -$1.74M | 3.06% | 6 |
|
2023
Q1 | $17M | Buy |
161,538
+11,056
| +7% | +$1.17M | 3.53% | 4 |
|
2022
Q4 | $16.3M | Buy |
150,482
+93,016
| +162% | +$10.1M | 3.52% | 2 |
|
2022
Q3 | $5.45M | Sell |
57,466
-53
| -0.1% | -$5.03K | 1.22% | 28 |
|
2022
Q2 | $5.85M | Sell |
57,519
-63
| -0.1% | -$6.41K | 1.29% | 28 |
|
2022
Q1 | $6.46M | Buy |
57,582
+34
| +0.1% | +$3.82K | 1.26% | 27 |
|
2021
Q4 | $6.45M | Sell |
57,548
-1,073
| -2% | -$120K | 1.24% | 31 |
|
2021
Q3 | $6.06M | Sell |
58,621
-89
| -0.2% | -$9.2K | 1.22% | 30 |
|
2021
Q2 | $6.15M | Sell |
58,710
-974
| -2% | -$102K | 1.18% | 28 |
|
2021
Q1 | $6.03M | Sell |
59,684
-227
| -0.4% | -$22.9K | 1.26% | 27 |
|
2020
Q4 | $5.48M | Buy |
+59,911
| New | +$5.48M | 1.14% | 28 |
|