DWM
Diversify 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 | $2.42M | Buy |
17,686
+486
| +3% | +$66.4K | 0.15% | 161 |
|
|
2025
Q1 | $2.14M | Buy |
17,200
+1,118
| +7% | +$139K | 0.16% | 162 |
|
|
2024
Q4 | $2.03M | Buy |
16,082
+248
| +2% | +$31.3K | 0.16% | 155 |
|
|
2024
Q3 | $2.05M | Buy |
15,834
+13,834
| +692% | +$1.79M | 0.2% | 131 |
|
|
2024
Q2 | $236K | Buy |
+2,000
| New | +$236K | 0.03% | 394 |
|