KPWG
KFA Private Wealth Group’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 | $1.41M | Buy |
10,576
+239
| +2% | +$31.9K | 0.44% | 34 |
|
|
2025
Q1 | $1.33M | Buy |
10,337
+6,427
| +164% | +$829K | 0.47% | 31 |
|
|
2024
Q4 | $499K | Buy |
3,910
+2,050
| +110% | +$262K | 0.21% | 47 |
|
|
2024
Q3 | $238K | Sell |
1,860
-180
| -9% | -$23.1K | 0.11% | 75 |
|
|
2024
Q2 | $242K | Buy |
2,040
+74
| +4% | +$8.78K | 0.13% | 69 |
|
|
2024
Q1 | $238K | Buy |
1,966
+89
| +5% | +$10.8K | 0.07% | 89 |
|
|
2023
Q4 | $209K | Buy |
+1,877
| New | +$209K | 0.08% | 80 |
|
|
2021
Q4 | – | Sell |
-5,787
| Closed | -$598K | – | 73 |
|
|
2021
Q3 | $598K | Buy |
+5,787
| New | +$598K | 0.33% | 35 |
|