IWA
Inspirion Wealth Advisors’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 | $60.9M | Sell |
457,031
-15
| -0% | -$2K | 8.06% | 2 |
|
|
2025
Q1 | $58.9M | Buy |
457,046
+3,546
| +0.8% | +$457K | 8.19% | 2 |
|
|
2024
Q4 | $57.9M | Buy |
453,500
+22,194
| +5% | +$2.84M | 8.09% | 2 |
|
|
2024
Q3 | $55.3M | Buy |
431,306
+14,206
| +3% | +$1.82M | 7.73% | 2 |
|
|
2024
Q2 | $49.5M | Buy |
417,100
+16,634
| +4% | +$1.97M | 7.57% | 2 |
|
|
2024
Q1 | $48.5M | Buy |
400,466
+16,136
| +4% | +$1.95M | 8.01% | 2 |
|
|
2023
Q4 | $43.2M | Buy |
384,330
+3,598
| +0.9% | +$404K | 7.78% | 2 |
|
|
2023
Q3 | $39.3M | Buy |
380,732
+9,844
| +3% | +$1.02M | 7.67% | 2 |
|
|
2023
Q2 | $39.3M | Buy |
370,888
+7,451
| +2% | +$790K | 7.54% | 2 |
|
|
2023
Q1 | $38.3M | Buy |
363,437
+9,805
| +3% | +$1.03M | 7.69% | 2 |
|
|
2022
Q4 | $38.3M | Sell |
353,632
-977
| -0.3% | -$106K | 8.11% | 2 |
|
|
2022
Q3 | $33.6M | Buy |
354,609
+4,405
| +1% | +$418K | 7.59% | 1 |
|
|
2022
Q2 | $35.6M | Buy |
350,204
+20,623
| +6% | +$2.1M | 7.82% | 2 |
|
|
2022
Q1 | $37M | Buy |
329,581
+13,428
| +4% | +$1.51M | 7.57% | 2 |
|
|
2021
Q4 | $35.4M | Buy |
316,153
+14,812
| +5% | +$1.66M | 7.47% | 2 |
|
|
2021
Q3 | $31.1M | Buy |
301,341
+21,820
| +8% | +$2.26M | 7.16% | 4 |
|
|
2021
Q2 | $29.3M | Buy |
279,521
+17,255
| +7% | +$1.81M | 7.22% | 5 |
|
|
2021
Q1 | $26.5M | Buy |
262,266
+16,966
| +7% | +$1.72M | 7.03% | 5 |
|
|
2020
Q4 | $22.4M | Buy |
245,300
+13,899
| +6% | +$1.27M | 6.32% | 9 |
|
|
2020
Q3 | $18.7M | Buy |
231,401
+31,075
| +16% | +$2.51M | 6.44% | 6 |
|
|
2020
Q2 | $15.8M | Buy |
200,326
+3,236
| +2% | +$255K | 6.2% | 8 |
|
|
2020
Q1 | $13.9M | Buy |
197,090
+16,153
| +9% | +$1.14M | 6.88% | 5 |
|
|
2019
Q4 | $17M | Sell |
180,937
-1,722
| -0.9% | -$161K | 5.72% | 6 |
|
|
2019
Q3 | $16.2M | Sell |
182,659
-6,193
| -3% | -$549K | 7.1% | 4 |
|
|
2019
Q2 | $16.5M | Buy |
188,852
+3,166
| +2% | +$277K | 7.13% | 4 |
|
|
2019
Q1 | $15.9M | Sell |
185,686
-2,214
| -1% | -$190K | 7.04% | 4 |
|
|
2018
Q4 | $14.7M | Sell |
187,900
-1,172
| -0.6% | -$91.4K | 7.32% | 5 |
|
|
2018
Q3 | $16.5M | Sell |
189,072
-5,848
| -3% | -$509K | 6.98% | 5 |
|
|
2018
Q2 | $16.2M | Buy |
194,920
+1,732
| +0.9% | +$144K | 7.63% | 5 |
|
|
2018
Q1 | $15.9M | Sell |
193,188
-262,112
| -58% | -$21.6M | 7.79% | 5 |
|
|
2017
Q4 | $39M | Sell |
455,300
-1,338
| -0.3% | -$115K | 18.93% | 1 |
|
|
2017
Q3 | $37M | Buy |
456,638
+12,316
| +3% | +$998K | 18.77% | 1 |
|
|
2017
Q2 | $34.7M | Buy |
444,322
+13,371
| +3% | +$1.05M | 18.85% | 1 |
|
|
2017
Q1 | $33.5M | Buy |
430,951
+20,445
| +5% | +$1.59M | 18.93% | 1 |
|
|
2016
Q4 | $31.1M | Buy |
410,506
+6,847
| +2% | +$519K | 19.73% | 1 |
|
|
2016
Q3 | $29.1M | Sell |
403,659
-26,013
| -6% | -$1.88M | 18.89% | 1 |
|
|
2016
Q2 | $30.7M | Buy |
429,672
+19,844
| +5% | +$1.42M | 20.07% | 1 |
|
|
2016
Q1 | $28.3M | Sell |
409,828
-379
| -0.1% | -$26.2K | 19.83% | 1 |
|
|
2015
Q4 | $27.4M | Sell |
410,207
-6,956
| -2% | -$464K | 20.09% | 1 |
|
|
2015
Q3 | $26.1M | Buy |
417,163
+23,524
| +6% | +$1.47M | 20.64% | 1 |
|
|
2015
Q2 | $26.5M | Buy |
393,639
+28,072
| +8% | +$1.89M | 19.6% | 1 |
|
|
2015
Q1 | $25M | Buy |
365,567
+93,220
| +34% | +$6.37M | 20.1% | 1 |
|
|
2014
Q4 | $18.7M | Buy |
+272,347
| New | +$18.7M | 17.36% | 1 |
|