HWA
HHM Wealth Advisors’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 | $780K | Buy |
5,848
+6
| +0.1% | +$800 | 0.09% | 78 |
|
|
2025
Q1 | $753K | Buy |
5,842
+6
| +0.1% | +$774 | 0.1% | 76 |
|
|
2024
Q4 | $745K | Hold |
5,836
| – | – | 0.1% | 77 |
|
|
2024
Q3 | $748K | Hold |
5,836
| – | – | 0.11% | 70 |
|
|
2024
Q2 | $692K | Sell |
5,836
-435
| -7% | -$51.6K | 0.1% | 73 |
|
|
2024
Q1 | $759K | Hold |
6,271
| – | – | 0.12% | 61 |
|
|
2023
Q4 | $700K | Hold |
6,271
| – | – | 0.12% | 61 |
|
|
2023
Q3 | $648K | Hold |
6,271
| – | – | 0.13% | 61 |
|
|
2023
Q2 | $665K | Sell |
6,271
-197
| -3% | -$20.9K | 0.12% | 60 |
|
|
2023
Q1 | $682K | Buy |
6,468
+19
| +0.3% | +$2.01K | 0.14% | 58 |
|
|
2022
Q4 | $698K | Buy |
6,449
+178
| +3% | +$19.3K | 0.16% | 51 |
|
|
2022
Q3 | $595K | Sell |
6,271
-2,150
| -26% | -$204K | 0.16% | 45 |
|
|
2022
Q2 | $856K | Buy |
8,421
+1,400
| +20% | +$142K | 0.22% | 38 |
|
|
2022
Q1 | $788K | Buy |
7,021
+2,129
| +44% | +$239K | 0.18% | 47 |
|
|
2021
Q4 | $548K | Hold |
4,892
| – | – | 0.13% | 65 |
|
|
2021
Q3 | $506K | Sell |
4,892
-213
| -4% | -$22K | 0.14% | 65 |
|
|
2021
Q2 | $535K | Sell |
5,105
-24
| -0.5% | -$2.52K | 0.15% | 66 |
|
|
2021
Q1 | $518K | Sell |
5,129
-255
| -5% | -$25.8K | 0.16% | 58 |
|
|
2020
Q4 | $493K | Hold |
5,384
| – | – | 0.17% | 52 |
|
|
2020
Q3 | $436K | Hold |
5,384
| – | – | 0.17% | 47 |
|
|
2020
Q2 | $424K | Sell |
5,384
-1,750
| -25% | -$138K | 0.18% | 44 |
|
|
2020
Q1 | $505K | Buy |
7,134
+1,342
| +23% | +$95K | 0.25% | 35 |
|
|
2019
Q4 | $543K | Buy |
5,792
+750
| +15% | +$70.3K | 0.26% | 36 |
|
|
2019
Q3 | $447K | Hold |
5,042
| – | – | 0.25% | 41 |
|
|
2019
Q2 | $441K | Buy |
+5,042
| New | +$441K | 0.26% | 40 |
|