EWM
Evergreen 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 | $9.27M | Buy |
69,564
+2,257
| +3% | +$301K | 5.2% | 3 |
|
|
2025
Q1 | $8.68M | Sell |
67,307
-87
| -0.1% | -$11.2K | 5.18% | 3 |
|
|
2024
Q4 | $8.6M | Sell |
67,394
-352
| -0.5% | -$44.9K | 5.08% | 3 |
|
|
2024
Q3 | $8.69M | Buy |
67,746
+1,285
| +2% | +$165K | 5.23% | 2 |
|
|
2024
Q2 | $7.88M | Hold |
66,461
| – | – | 5.22% | 2 |
|
|
2024
Q1 | $8.04M | Hold |
66,461
| – | – | 5.44% | 2 |
|
|
2023
Q4 | $7.42M | Buy |
66,461
+724
| +1% | +$80.8K | 5.46% | 2 |
|
|
2023
Q3 | $6.79M | Buy |
65,737
+585
| +0.9% | +$60.4K | 5.37% | 3 |
|
|
2023
Q2 | $6.91M | Buy |
65,152
+7,922
| +14% | +$840K | 5.41% | 3 |
|
|
2023
Q1 | $6.04M | Buy |
57,230
+1,650
| +3% | +$174K | 5.36% | 3 |
|
|
2022
Q4 | $5.98M | Buy |
+55,580
| New | +$5.98M | 5.5% | 3 |
|