LWM
LJI 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 | $1.36M | Buy |
10,199
+163
| +2% | +$21.7K | 0.24% | 48 |
|
|
2025
Q1 | $1.29M | Hold |
10,036
| – | – | 0.26% | 44 |
|
|
2024
Q4 | $1.28M | Sell |
10,036
-51
| -0.5% | -$6.51K | 0.25% | 44 |
|
|
2024
Q3 | $1.29M | Hold |
10,087
| – | – | 0.26% | 44 |
|
|
2024
Q2 | $1.2M | Hold |
10,087
| – | – | 0.26% | 46 |
|
|
2024
Q1 | $1.22M | Buy |
10,087
+1,210
| +14% | +$146K | 0.32% | 35 |
|
|
2023
Q4 | $991K | Buy |
8,877
+140
| +2% | +$15.6K | 0.26% | 48 |
|
|
2023
Q3 | $903K | Hold |
8,737
| – | – | 0.26% | 46 |
|
|
2023
Q2 | $927K | Buy |
8,737
+3,281
| +60% | +$348K | 0.27% | 45 |
|
|
2023
Q1 | $576K | Buy |
5,456
+300
| +6% | +$31.7K | 0.18% | 62 |
|
|
2022
Q4 | $558K | Buy |
+5,156
| New | +$558K | 0.2% | 59 |
|