HWMG
Hurlow Wealth Management 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 | $490K | Hold |
3,677
| – | – | 0.14% | 63 |
|
|
2025
Q1 | $474K | Hold |
3,677
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $469K | Sell |
3,677
-48
| -1% | -$6.12K | 0.15% | 66 |
|
|
2024
Q3 | $478K | Buy |
3,725
+37
| +1% | +$4.74K | 0.15% | 66 |
|
|
2024
Q2 | $437K | Buy |
3,688
+975
| +36% | +$116K | 0.15% | 68 |
|
|
2024
Q1 | $328K | Hold |
2,713
| – | – | 0.12% | 81 |
|
|
2023
Q4 | $303K | Hold |
2,713
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $280K | Hold |
2,713
| – | – | 0.12% | 85 |
|
|
2023
Q2 | $288K | Hold |
2,713
| – | – | 0.12% | 85 |
|
|
2023
Q1 | $286K | Hold |
2,713
| – | – | 0.13% | 83 |
|
|
2022
Q4 | $294K | Hold |
2,713
| – | – | 0.15% | 81 |
|
|
2022
Q3 | $257K | Hold |
2,713
| – | – | 0.15% | 78 |
|
|
2022
Q2 | $276K | Hold |
2,713
| – | – | 0.16% | 78 |
|
|
2022
Q1 | $305K | Hold |
2,713
| – | – | 0.19% | 74 |
|
|
2021
Q4 | $247K | Hold |
2,713
| – | – | 0.19% | 77 |
|
|
2021
Q3 | $280K | Hold |
2,713
| – | – | 0.17% | 79 |
|
|
2021
Q2 | $284K | Hold |
2,713
| – | – | 0.19% | 77 |
|
|
2021
Q1 | $274K | Hold |
2,713
| – | – | 0.2% | 81 |
|
|
2020
Q4 | $248K | Sell |
2,713
-152
| -5% | -$13.9K | 0.19% | 82 |
|
|
2020
Q3 | $232K | Hold |
2,865
| – | – | 0.21% | 79 |
|
|
2020
Q2 | $227K | Hold |
2,865
| – | – | 0.22% | 81 |
|
|
2020
Q1 | $216K | Hold |
2,865
| – | – | 0.23% | 81 |
|
|
2019
Q4 | $268K | Hold |
2,865
| – | – | 0.26% | 84 |
|
|
2019
Q3 | $251K | Hold |
2,865
| – | – | 0.27% | 82 |
|
|
2019
Q2 | $254K | Hold |
2,865
| – | – | 0.27% | 78 |
|
|
2019
Q1 | $251K | Hold |
2,865
| – | – | 0.27% | 81 |
|
|
2018
Q4 | $233K | Buy |
+2,865
| New | +$233K | 0.28% | 80 |
|