LRWA
Long Run 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 | $19.6M | Buy |
146,822
+3,038
| +2% | +$405K | 4.11% | 5 |
|
|
2025
Q1 | $18.5M | Buy |
143,784
+18,330
| +15% | +$2.36M | 4.2% | 5 |
|
|
2024
Q4 | $16M | Buy |
125,454
+717
| +0.6% | +$91.5K | 3.84% | 5 |
|
|
2024
Q3 | $16M | Sell |
124,737
-8
| -0% | -$1.03K | 3.76% | 5 |
|
|
2024
Q2 | $14.8M | Sell |
124,745
-2,747
| -2% | -$326K | 3.75% | 5 |
|
|
2024
Q1 | $15.4M | Buy |
127,492
+4,385
| +4% | +$531K | 4.06% | 5 |
|
|
2023
Q4 | $13.7M | Sell |
123,107
-6,464
| -5% | -$722K | 3.97% | 5 |
|
|
2023
Q3 | $13.4M | Buy |
129,571
+4,320
| +3% | +$446K | 4.34% | 5 |
|
|
2023
Q2 | $13.3M | Buy |
125,251
+9,616
| +8% | +$1.02M | 4.24% | 5 |
|
|
2023
Q1 | $12.2M | Buy |
115,635
+929
| +0.8% | +$98K | 4.15% | 5 |
|
|
2022
Q4 | $12.4M | Buy |
114,706
+8,217
| +8% | +$889K | 4.47% | 4 |
|
|
2022
Q3 | $10.1M | Buy |
106,489
+14,374
| +16% | +$1.36M | 4% | 4 |
|
|
2022
Q2 | $9.37M | Buy |
92,115
+2,617
| +3% | +$266K | 3.63% | 5 |
|
|
2022
Q1 | $10M | Buy |
89,498
+2,831
| +3% | +$318K | 3.51% | 5 |
|
|
2021
Q4 | $9.72M | Buy |
+86,667
| New | +$9.72M | 3.38% | 5 |
|