HSWM
Hubbell Strickland 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 | $632K | Buy |
4,739
+12
| +0.3% | +$1.6K | 0.28% | 39 |
|
|
2025
Q1 | $610K | Sell |
4,727
-28
| -0.6% | -$3.61K | 0.29% | 38 |
|
|
2024
Q4 | $607K | Buy |
4,755
+61
| +1% | +$7.78K | 0.29% | 39 |
|
|
2024
Q3 | $602K | Sell |
4,694
-125
| -3% | -$16K | 0.28% | 37 |
|
|
2024
Q2 | $572K | Buy |
4,819
+16
| +0.3% | +$1.9K | 0.29% | 35 |
|
|
2024
Q1 | $591K | Buy |
4,803
+650
| +16% | +$80K | 0.3% | 35 |
|
|
2023
Q4 | $464K | Sell |
4,153
-88
| -2% | -$9.82K | 0.25% | 39 |
|
|
2023
Q3 | $438K | Buy |
4,241
+409
| +11% | +$42.3K | 0.26% | 40 |
|
|
2023
Q2 | $406K | Sell |
3,832
-49
| -1% | -$5.2K | 0.24% | 42 |
|
|
2023
Q1 | $409K | Buy |
3,881
+950
| +32% | +$100K | 0.25% | 43 |
|
|
2022
Q4 | $317K | Buy |
2,931
+286
| +11% | +$31K | 0.19% | 51 |
|
|
2022
Q3 | $251K | Sell |
2,645
-28
| -1% | -$2.66K | 0.17% | 52 |
|
|
2022
Q2 | $272K | Hold |
2,673
| – | – | 0.18% | 51 |
|
|
2022
Q1 | $300K | Hold |
2,673
| – | – | 0.18% | 51 |
|
|
2021
Q4 | $300K | Hold |
2,673
| – | – | 0.17% | 53 |
|
|
2021
Q3 | $276K | Sell |
2,673
-107
| -4% | -$11K | 0.17% | 57 |
|
|
2021
Q2 | $291K | Sell |
2,780
-23
| -0.8% | -$2.41K | 0.18% | 56 |
|
|
2021
Q1 | $283K | Hold |
2,803
| – | – | 0.18% | 55 |
|
|
2020
Q4 | $256K | Hold |
2,803
| – | – | 0.17% | 56 |
|
|
2020
Q3 | $227K | Hold |
2,803
| – | – | 0.18% | 58 |
|
|
2020
Q2 | $221K | Buy |
+2,803
| New | +$221K | 0.19% | 58 |
|
|
2020
Q1 | – | Sell |
-4,631
| Closed | -$434K | – | 59 |
|
|
2019
Q4 | $434K | Hold |
4,631
| – | – | 0.35% | 40 |
|
|
2019
Q3 | $411K | Buy |
+4,631
| New | +$411K | 0.36% | 39 |
|