IWS
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Insight Wealth Strategies’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
$12.1M Sell
89,936
-1,203
-1% -$162K 1.53% 18
2025
Q1
$11.8M Sell
91,139
-5,374
-6% -$693K 1.58% 16
2024
Q4
$12.3M Buy
96,513
+2,284
+2% +$291K 1.65% 15
2024
Q3
$12.1M Buy
+94,229
New +$12.1M 1.59% 17