JWA
JFS 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 | $7.76M | Buy |
58,175
+747
| +1% | +$99.6K | 0.49% | 38 |
|
|
2025
Q1 | $7.41M | Buy |
57,428
+1,361
| +2% | +$176K | 0.5% | 37 |
|
|
2024
Q4 | $7.15M | Sell |
56,067
-2,865
| -5% | -$366K | 0.49% | 39 |
|
|
2024
Q3 | $7.56M | Buy |
58,932
+253
| +0.4% | +$32.4K | 0.51% | 37 |
|
|
2024
Q2 | $6.96M | Buy |
58,679
+323
| +0.6% | +$38.3K | 0.55% | 37 |
|
|
2024
Q1 | $7.06M | Sell |
58,356
-1,590
| -3% | -$192K | 0.56% | 36 |
|
|
2023
Q4 | $6.69M | Sell |
59,946
-914
| -2% | -$102K | 0.57% | 36 |
|
|
2023
Q3 | $6.29M | Sell |
60,860
-3,138
| -5% | -$324K | 0.59% | 37 |
|
|
2023
Q2 | $6.79M | Sell |
63,998
-3,962
| -6% | -$420K | 0.61% | 35 |
|
|
2023
Q1 | $7.17M | Sell |
67,960
-1,856
| -3% | -$196K | 0.68% | 31 |
|
|
2022
Q4 | $7.55M | Sell |
69,816
-2,661
| -4% | -$288K | 0.74% | 30 |
|
|
2022
Q3 | $6.88M | Sell |
72,477
-1,977
| -3% | -$188K | 0.75% | 28 |
|
|
2022
Q2 | $7.57M | Buy |
74,454
+795
| +1% | +$80.9K | 0.8% | 27 |
|
|
2022
Q1 | $8.27M | Sell |
73,659
-5,001
| -6% | -$561K | 0.78% | 25 |
|
|
2021
Q4 | $8.82M | Sell |
78,660
-275
| -0.3% | -$30.8K | 0.83% | 24 |
|
|
2021
Q3 | $8.16M | Sell |
78,935
-2,955
| -4% | -$305K | 0.84% | 24 |
|
|
2021
Q2 | $8.58M | Buy |
81,890
+1,427
| +2% | +$150K | 1.28% | 15 |
|
|
2021
Q1 | $8.13M | Sell |
80,463
-21,764
| -21% | -$2.2M | 1.66% | 14 |
|
|
2020
Q4 | $9.36M | Sell |
102,227
-3,412
| -3% | -$312K | 1.96% | 13 |
|
|
2020
Q3 | $8.55M | Sell |
105,639
-5,507
| -5% | -$446K | 2.03% | 13 |
|
|
2020
Q2 | $8.76M | Sell |
111,146
-10,648
| -9% | -$839K | 2.27% | 11 |
|
|
2020
Q1 | $8.62M | Buy |
121,794
+580
| +0.5% | +$41K | 2.58% | 10 |
|
|
2019
Q4 | $11.4M | Sell |
121,214
-8,259
| -6% | -$774K | 2.8% | 8 |
|
|
2019
Q3 | $11.5M | Buy |
129,473
+135
| +0.1% | +$12K | 2.93% | 8 |
|
|
2019
Q2 | $11.3M | Buy |
129,338
+297
| +0.2% | +$26K | 2.86% | 8 |
|
|
2019
Q1 | $11.1M | Buy |
129,041
+6,152
| +5% | +$527K | 2.88% | 8 |
|
|
2018
Q4 | $9.58M | Buy |
122,889
+2,921
| +2% | +$228K | 2.57% | 10 |
|
|
2018
Q3 | $10.4M | Sell |
119,968
-1,411
| -1% | -$123K | 2.69% | 8 |
|
|
2018
Q2 | $10.1M | Buy |
121,379
+101
| +0.1% | +$8.39K | 2.65% | 8 |
|
|
2018
Q1 | $10M | Sell |
121,278
-1,793
| -1% | -$148K | 2.64% | 9 |
|
|
2017
Q4 | $10.5M | Buy |
123,071
+1,644
| +1% | +$141K | 2.58% | 9 |
|
|
2017
Q3 | $9.84M | Buy |
121,427
+9,409
| +8% | +$763K | 2.54% | 10 |
|
|
2017
Q2 | $8.76M | Buy |
112,018
+35,980
| +47% | +$2.81M | 2.4% | 10 |
|
|
2017
Q1 | $5.76M | Hold |
76,038
| – | – | 1.56% | 13 |
|
|
2016
Q4 | $5.76M | Buy |
76,038
+24,070
| +46% | +$1.82M | 1.56% | 13 |
|
|
2016
Q3 | $3.75M | Buy |
51,968
+34,196
| +192% | +$2.47M | 1.07% | 26 |
|
|
2016
Q2 | $1.27M | Buy |
+17,772
| New | +$1.27M | 0.35% | 61 |
|