HNWAG
High Net Worth Advisory Group’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 | $12.7M | Buy |
94,985
+1,307
| +1% | +$174K | 3.35% | 5 |
|
|
2025
Q1 | $12.1M | Sell |
93,678
-115
| -0.1% | -$14.8K | 3.41% | 5 |
|
|
2024
Q4 | $12M | Sell |
93,793
-2,975
| -3% | -$380K | 3.34% | 6 |
|
|
2024
Q3 | $12.4M | Buy |
96,768
+1,794
| +2% | +$230K | 3.4% | 6 |
|
|
2024
Q2 | $11.3M | Buy |
94,974
+4,033
| +4% | +$478K | 3.41% | 6 |
|
|
2024
Q1 | $11M | Buy |
90,941
+11,442
| +14% | +$1.38M | 3.46% | 4 |
|
|
2023
Q4 | $8.87M | Buy |
79,499
+225
| +0.3% | +$25.1K | 3.3% | 5 |
|
|
2023
Q3 | $8.19M | Buy |
79,274
+3,299
| +4% | +$341K | 3.28% | 5 |
|
|
2023
Q2 | $8.06M | Buy |
75,975
+680
| +0.9% | +$72.1K | 3.13% | 5 |
|
|
2023
Q1 | $7.94M | Buy |
75,295
+1,906
| +3% | +$201K | 3.24% | 5 |
|
|
2022
Q4 | $7.94M | Buy |
73,389
+1,334
| +2% | +$144K | 3.09% | 5 |
|
|
2022
Q3 | $6.84M | Buy |
+72,055
| New | +$6.84M | 2.92% | 5 |
|
|
2022
Q2 | – | Sell |
-68,586
| Closed | -$7.7M | – | 731 |
|
|
2022
Q1 | $7.7M | Buy |
68,586
+1,516
| +2% | +$170K | 2.8% | 6 |
|
|
2021
Q4 | $7.52M | Buy |
+67,070
| New | +$7.52M | 2.63% | 7 |
|