HWA
Heartwood Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
56,444
+1,241
| +2% | +$99.4K | 0.47% | 36 |
|
|
2025
Q1 | $4.07M | Buy |
55,203
+4,007
| +8% | +$295K | 0.46% | 37 |
|
|
2024
Q4 | $3.48M | Buy |
51,196
+164
| +0.3% | +$11.1K | 0.39% | 34 |
|
|
2024
Q3 | $3.75M | Buy |
51,032
+1,158
| +2% | +$85K | 0.41% | 34 |
|
|
2024
Q2 | $3.42M | Buy |
49,874
+870
| +2% | +$59.6K | 0.41% | 35 |
|
|
2024
Q1 | $3.37M | Buy |
49,004
+1,616
| +3% | +$111K | 0.42% | 33 |
|
|
2023
Q4 | $3.15M | Sell |
47,388
-24
| -0.1% | -$1.6K | 0.42% | 31 |
|
|
2023
Q3 | $2.93M | Sell |
47,412
-3,420
| -7% | -$212K | 0.43% | 34 |
|
|
2023
Q2 | $3.21M | Buy |
50,832
+2,930
| +6% | +$185K | 0.46% | 34 |
|
|
2023
Q1 | $2.97M | Buy |
+47,902
| New | +$2.97M | 0.44% | 35 |
|
|
2022
Q3 | – | Sell |
-6,842
| Closed | -$402K | – | 120 |
|
|
2022
Q2 | $402K | Buy |
+6,842
| New | +$402K | 0.07% | 79 |
|