IWM
Integris 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 | $502K | Hold |
3,763
| – | – | 0.13% | 61 |
|
|
2025
Q1 | $485K | Hold |
3,763
| – | – | 0.14% | 51 |
|
|
2024
Q4 | $480K | Hold |
3,763
| – | – | 0.14% | 55 |
|
|
2024
Q3 | $482K | Hold |
3,763
| – | – | 0.13% | 52 |
|
|
2024
Q2 | $446K | Hold |
3,763
| – | – | 0.13% | 53 |
|
|
2024
Q1 | $455K | Hold |
3,763
| – | – | 0.13% | 56 |
|
|
2023
Q4 | $420K | Hold |
3,763
| – | – | 0.12% | 60 |
|
|
2023
Q3 | $389K | Hold |
3,763
| – | – | 0.13% | 55 |
|
|
2023
Q2 | $399K | Hold |
3,763
| – | – | 0.14% | 53 |
|
|
2023
Q1 | $397K | Hold |
3,763
| – | – | 0.15% | 52 |
|
|
2022
Q4 | $407K | Buy |
+3,763
| New | +$407K | 0.16% | 49 |
|