HWM
Howard 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 | $14.1M | Buy |
105,789
+1,384
| +1% | +$185K | 7.13% | 2 |
|
|
2025
Q1 | $13.5M | Sell |
104,405
-2,236
| -2% | -$288K | 7.5% | 2 |
|
|
2024
Q4 | $13.6M | Buy |
106,641
+4,227
| +4% | +$539K | 7.36% | 2 |
|
|
2024
Q3 | $13.1M | Buy |
102,414
+1,209
| +1% | +$155K | 7.64% | 2 |
|
|
2024
Q2 | $12M | Buy |
101,205
+2,478
| +3% | +$294K | 9.47% | 2 |
|
|
2024
Q1 | $11.9M | Sell |
98,727
-169
| -0.2% | -$20.4K | 9.71% | 2 |
|
|
2023
Q4 | $11M | Buy |
98,896
+820
| +0.8% | +$91.5K | 9.23% | 2 |
|
|
2023
Q3 | $10.1M | Buy |
98,076
+1,388
| +1% | +$143K | 9.34% | 1 |
|
|
2023
Q2 | $10.3M | Sell |
96,688
-1,798
| -2% | -$191K | 8.89% | 1 |
|
|
2023
Q1 | $10.4M | Sell |
98,486
-168
| -0.2% | -$17.7K | 8.66% | 1 |
|
|
2022
Q4 | $10.7M | Buy |
98,654
+2,655
| +3% | +$287K | 8.76% | 1 |
|
|
2022
Q3 | $9.11M | Buy |
95,999
+16,225
| +20% | +$1.54M | 6.45% | 2 |
|
|
2022
Q2 | $8.11M | Sell |
79,774
-15,657
| -16% | -$1.59M | 8.59% | 2 |
|
|
2022
Q1 | $10.7M | Buy |
95,431
+3,742
| +4% | +$420K | 5.83% | 2 |
|
|
2021
Q4 | $10.3M | Buy |
91,689
+3,989
| +5% | +$447K | 5.42% | 3 |
|
|
2021
Q3 | $9.06M | Sell |
87,700
-805
| -0.9% | -$83.2K | 5.07% | 3 |
|
|
2021
Q2 | $9.27M | Buy |
88,505
+904
| +1% | +$94.7K | 5.1% | 3 |
|
|
2021
Q1 | $8.86M | Buy |
87,601
+404
| +0.5% | +$40.8K | 5.18% | 2 |
|
|
2020
Q4 | $7.98M | Buy |
87,197
+1,008
| +1% | +$92.2K | 4.97% | 2 |
|
|
2020
Q3 | $6.98M | Sell |
86,189
-5,007
| -5% | -$405K | 4.97% | 3 |
|
|
2020
Q2 | $7.18M | Buy |
91,196
+3,922
| +4% | +$309K | 5.87% | 1 |
|
|
2020
Q1 | $6.17M | Buy |
87,274
+1,196
| +1% | +$84.6K | 6.49% | 1 |
|
|
2019
Q4 | $8.07M | Buy |
+86,078
| New | +$8.07M | 6.73% | 1 |
|