GWMR
GC Wealth Management RIA’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 | $4.47M | Sell |
33,495
-9,100
| -21% | -$1.21M | 0.37% | 51 |
|
|
2025
Q1 | $5.49M | Sell |
42,595
-1,389
| -3% | -$179K | 1.01% | 21 |
|
|
2024
Q4 | $5.61M | Sell |
43,984
-4,212
| -9% | -$537K | 0.99% | 22 |
|
|
2024
Q3 | $6.18M | Sell |
48,196
-1,864
| -4% | -$239K | 1.08% | 18 |
|
|
2024
Q2 | $5.94M | Sell |
50,060
-1,433
| -3% | -$170K | 1.17% | 18 |
|
|
2024
Q1 | $6.23M | Buy |
51,493
+6,362
| +14% | +$770K | 1.25% | 16 |
|
|
2023
Q4 | $5.04M | Buy |
+45,131
| New | +$5.04M | 2.27% | 7 |
|