IHWM
Iron Horse 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 | $35.8M | Buy |
268,260
+5,493
| +2% | +$732K | 10.55% | 1 |
|
|
2025
Q1 | $33.9M | Buy |
262,767
+8,756
| +3% | +$1.13M | 10.88% | 1 |
|
|
2024
Q4 | $32.4M | Buy |
254,011
+8,813
| +4% | +$1.12M | 10.88% | 1 |
|
|
2024
Q3 | $31.4M | Buy |
245,198
+11,926
| +5% | +$1.53M | 10.74% | 1 |
|
|
2024
Q2 | $27.7M | Buy |
233,272
+5,918
| +3% | +$702K | 10.57% | 2 |
|
|
2024
Q1 | $27.5M | Buy |
227,354
+6,483
| +3% | +$784K | 10.87% | 1 |
|
|
2023
Q4 | $24.7M | Buy |
220,871
+8,633
| +4% | +$964K | 10.78% | 1 |
|
|
2023
Q3 | $21.9M | Buy |
212,238
+8,850
| +4% | +$914K | 10.77% | 1 |
|
|
2023
Q2 | $21.6M | Buy |
203,388
+4,403
| +2% | +$467K | 10.6% | 1 |
|
|
2023
Q1 | $21M | Buy |
198,985
+5,155
| +3% | +$544K | 10.49% | 1 |
|
|
2022
Q4 | $21M | Buy |
193,830
+116,479
| +151% | +$12.6M | 11.32% | 1 |
|
|
2022
Q3 | $7.34M | Sell |
77,351
-129,009
| -63% | -$12.2M | 10.59% | 1 |
|
|
2022
Q2 | $21M | Buy |
206,360
+16,733
| +9% | +$1.7M | 11.95% | 1 |
|
|
2022
Q1 | $21.3M | Buy |
189,627
+13,929
| +8% | +$1.56M | 11.68% | 1 |
|
|
2021
Q4 | $19.7M | Buy |
175,698
+27,484
| +19% | +$3.08M | 11.06% | 1 |
|
|
2021
Q3 | $15.3M | Buy |
148,214
+11,467
| +8% | +$1.19M | 9.5% | 3 |
|
|
2021
Q2 | $14.3M | Sell |
136,747
-6,465
| -5% | -$677K | 9.45% | 2 |
|
|
2021
Q1 | $14.5M | Buy |
143,212
+5,321
| +4% | +$538K | 10.84% | 3 |
|
|
2020
Q4 | $12.6M | Buy |
+137,891
| New | +$12.6M | 10.1% | 3 |
|