LWA
Lowe 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 | $4.1M | Buy |
30,727
+1,652
| +6% | +$220K | 1.6% | 13 |
|
|
2025
Q1 | $3.75M | Buy |
29,075
+2,638
| +10% | +$340K | 1.59% | 12 |
|
|
2024
Q4 | $3.37M | Buy |
26,437
+596
| +2% | +$76K | 1.44% | 12 |
|
|
2024
Q3 | $3.31M | Buy |
25,841
+1,301
| +5% | +$167K | 1.43% | 12 |
|
|
2024
Q2 | $2.91M | Sell |
24,540
-4,530
| -16% | -$537K | 1.33% | 12 |
|
|
2024
Q1 | $3.52M | Sell |
29,070
-875
| -3% | -$106K | 1.64% | 12 |
|
|
2023
Q4 | $3.34M | Sell |
29,945
-2,413
| -7% | -$269K | 1.65% | 12 |
|
|
2023
Q3 | $3.34M | Sell |
32,358
-2,784
| -8% | -$288K | 1.78% | 13 |
|
|
2023
Q2 | $3.73M | Buy |
35,142
+51
| +0.1% | +$5.41K | 1.89% | 11 |
|
|
2023
Q1 | $3.7M | Buy |
35,091
+1,303
| +4% | +$137K | 1.99% | 11 |
|
|
2022
Q4 | $3.66M | Buy |
33,788
+5,646
| +20% | +$611K | 2.02% | 11 |
|
|
2022
Q3 | $2.67M | Buy |
28,142
+2,282
| +9% | +$217K | 1.57% | 12 |
|
|
2022
Q2 | $2.63M | Buy |
+25,860
| New | +$2.63M | 1.44% | 11 |
|