KWS
Keystone Wealth Services’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 | $621K | Sell |
4,661
-911
| -16% | -$121K | 0.15% | 154 |
|
|
2025
Q1 | $719K | Sell |
5,572
-197
| -3% | -$25.4K | 0.19% | 116 |
|
|
2024
Q4 | $736K | Sell |
5,769
-242
| -4% | -$30.9K | 0.19% | 112 |
|
|
2024
Q3 | $771K | Buy |
6,011
+919
| +18% | +$118K | 0.21% | 105 |
|
|
2024
Q2 | $604K | Sell |
5,092
-179
| -3% | -$21.2K | 0.19% | 117 |
|
|
2024
Q1 | $638K | Sell |
5,271
-1,262
| -19% | -$153K | 0.21% | 109 |
|
|
2023
Q4 | $729K | Sell |
6,533
-100
| -2% | -$11.2K | 0.25% | 90 |
|
|
2023
Q3 | $685K | Buy |
6,633
+72
| +1% | +$7.44K | 0.26% | 89 |
|
|
2023
Q2 | $696K | Buy |
6,561
+546
| +9% | +$57.9K | 0.26% | 89 |
|
|
2023
Q1 | $635K | Buy |
6,015
+725
| +14% | +$76.5K | 0.26% | 89 |
|
|
2022
Q4 | $572K | Buy |
+5,290
| New | +$572K | 0.25% | 92 |
|