GWP
Gateway 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 | $1.06M | Sell |
7,929
-684
| -8% | -$91.2K | 0.2% | 112 |
|
|
2025
Q1 | $1.11M | Sell |
8,613
-175
| -2% | -$22.6K | 0.25% | 101 |
|
|
2024
Q4 | $1.12M | Buy |
8,788
+37
| +0.4% | +$4.72K | 0.29% | 88 |
|
|
2024
Q3 | $1.12M | Sell |
8,751
-119
| -1% | -$15.3K | 0.31% | 81 |
|
|
2024
Q2 | $1.05M | Sell |
8,870
-102
| -1% | -$12.1K | 0.32% | 79 |
|
|
2024
Q1 | $1.09M | Sell |
8,972
-4,214
| -32% | -$510K | 0.39% | 68 |
|
|
2023
Q4 | $1.47M | Sell |
13,186
-201,024
| -94% | -$22.4M | 0.59% | 43 |
|
|
2023
Q3 | $22.1M | Buy |
214,210
+15,345
| +8% | +$1.59M | 3.99% | 5 |
|
|
2023
Q2 | $21.1M | Buy |
198,865
+19,927
| +11% | +$2.11M | 3.77% | 5 |
|
|
2023
Q1 | $18.9M | Buy |
178,938
+44,040
| +33% | +$4.65M | 2.9% | 10 |
|
|
2022
Q4 | $14.6M | Buy |
+134,898
| New | +$14.6M | 2.51% | 10 |
|