EWM
EPG 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 | $10.1M | Sell |
75,803
-4,594
| -6% | -$612K | 3.03% | 5 |
|
|
2025
Q1 | $10.4M | Sell |
80,397
-112
| -0.1% | -$14.4K | 2.89% | 3 |
|
|
2024
Q4 | $10.3M | Sell |
80,509
-10,715
| -12% | -$1.37M | 2.71% | 4 |
|
|
2024
Q3 | $11.7M | Buy |
+91,224
| New | +$11.7M | 2.95% | 4 |
|
|
2024
Q2 | – | Sell |
-141,664
| Closed | -$17.1M | – | 3 |
|
|
2024
Q1 | $17.1M | Buy |
141,664
+564
| +0.4% | +$68.2K | 4.2% | 2 |
|
|
2023
Q4 | $15.8M | Sell |
141,100
-4,835
| -3% | -$542K | 4.16% | 3 |
|
|
2023
Q3 | $15.1M | Sell |
145,935
-204
| -0.1% | -$21.1K | 4.55% | 3 |
|
|
2023
Q2 | $15.5M | Sell |
146,139
-4,107
| -3% | -$436K | 4.59% | 3 |
|
|
2023
Q1 | $15.9M | Sell |
150,246
-548
| -0.4% | -$57.8K | 5% | 1 |
|
|
2022
Q4 | $16.3M | Buy |
150,794
+1,415
| +0.9% | +$153K | 6.21% | 1 |
|
|
2022
Q3 | $14.2M | Buy |
149,379
+3,366
| +2% | +$319K | 5.82% | 1 |
|
|
2022
Q2 | $14.9M | Buy |
146,013
+1,961
| +1% | +$199K | 6.34% | 2 |
|
|
2022
Q1 | $16.2M | Buy |
144,052
+7,232
| +5% | +$812K | 5.6% | 3 |
|
|
2021
Q4 | $15.3M | Buy |
136,820
+3,529
| +3% | +$395K | 5.39% | 3 |
|
|
2021
Q3 | $13.8M | Buy |
133,291
+2,618
| +2% | +$271K | 5.53% | 2 |
|
|
2021
Q2 | $13.7M | Buy |
130,673
+2,745
| +2% | +$288K | 5.81% | 2 |
|
|
2021
Q1 | $12.9M | Buy |
127,928
+6,502
| +5% | +$657K | 6.29% | 2 |
|
|
2020
Q4 | $11.1M | Buy |
121,426
+2,218
| +2% | +$203K | 6.67% | 2 |
|
|
2020
Q3 | $9.65M | Buy |
119,208
+8,571
| +8% | +$694K | 7.13% | 2 |
|
|
2020
Q2 | $8.72M | Buy |
110,637
+3,585
| +3% | +$282K | 6.18% | 2 |
|
|
2020
Q1 | $7.57M | Sell |
107,052
-1,772
| -2% | -$125K | 5.56% | 2 |
|
|
2019
Q4 | $10.2M | Buy |
+108,824
| New | +$10.2M | 7.47% | 1 |
|