GWM
GDS 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 | $247K | Sell |
1,853
-143
| -7% | -$19.1K | 0.02% | 153 |
|
|
2025
Q1 | $257K | Sell |
1,996
-1,096
| -35% | -$141K | 0.02% | 149 |
|
|
2024
Q4 | $395K | Buy |
3,092
+2
| +0.1% | +$255 | 0.04% | 128 |
|
|
2024
Q3 | $396K | Buy |
3,090
+1,150
| +59% | +$147K | 0.04% | 127 |
|
|
2024
Q2 | $230K | Hold |
1,940
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $235K | Hold |
1,940
| – | – | 0.03% | 125 |
|
|
2023
Q4 | $217K | Hold |
1,940
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $200K | Buy |
+1,940
| New | +$200K | 0.03% | 120 |
|