IWS
Integrity Wealth Solutions’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 | $3.31M | Buy |
24,794
+4,808
| +24% | +$641K | 1.61% | 20 |
|
2025
Q1 | $2.58M | Buy |
19,986
+492
| +3% | +$63.4K | 1.4% | 23 |
|
2024
Q4 | $2.49M | Sell |
19,494
-2,117
| -10% | -$270K | 1.39% | 24 |
|
2024
Q3 | $2.77M | Buy |
21,611
+1,524
| +8% | +$195K | 1.62% | 22 |
|
2024
Q2 | $2.38M | Sell |
20,087
-376
| -2% | -$44.6K | 1.55% | 23 |
|
2024
Q1 | $2.48M | Sell |
20,463
-389
| -2% | -$47.1K | 1.62% | 21 |
|
2023
Q4 | $2.33M | Buy |
+20,852
| New | +$2.33M | 1.61% | 19 |
|