NEWAS
N.E.W. Advisory 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 | $1.69M | Sell |
12,713
-755
| -6% | -$101K | 0.16% | 53 |
|
|
2025
Q1 | $1.74M | Sell |
13,468
-15
| -0.1% | -$1.93K | 0.13% | 67 |
|
|
2024
Q4 | $1.72M | Buy |
13,483
+1,189
| +10% | +$152K | 0.16% | 65 |
|
|
2024
Q3 | $1.58M | Buy |
12,294
+3,426
| +39% | +$439K | 0.16% | 62 |
|
|
2024
Q2 | $1.05M | Sell |
8,868
-3,450
| -28% | -$409K | 0.11% | 69 |
|
|
2024
Q1 | $1.49M | Buy |
12,318
+649
| +6% | +$78.5K | 0.17% | 64 |
|
|
2023
Q4 | $1.3M | Buy |
11,669
+242
| +2% | +$27K | 0.16% | 62 |
|
|
2023
Q3 | $1.18M | Buy |
11,427
+12
| +0.1% | +$1.24K | 0.17% | 64 |
|
|
2023
Q2 | $1.21M | Buy |
11,415
+701
| +7% | +$74.4K | 0.17% | 52 |
|
|
2023
Q1 | $1.13M | Sell |
10,714
-117
| -1% | -$12.3K | 0.16% | 53 |
|
|
2022
Q4 | $1.17M | Buy |
10,831
+27
| +0.2% | +$2.92K | 0.18% | 52 |
|
|
2022
Q3 | $1.03M | Buy |
10,804
+198
| +2% | +$18.8K | 0.19% | 50 |
|
|
2022
Q2 | $1.08M | Buy |
10,606
+720
| +7% | +$73.2K | 0.19% | 49 |
|
|
2022
Q1 | $999K | Sell |
9,886
-1,106
| -10% | -$112K | 0.19% | 53 |
|
|
2021
Q4 | $1.23M | Buy |
10,992
+667
| +6% | +$74.8K | 0.19% | 51 |
|
|
2021
Q3 | $1.07M | Buy |
10,325
+3
| +0% | +$310 | 0.17% | 54 |
|
|
2021
Q2 | $1.09M | Buy |
10,322
+436
| +4% | +$45.8K | 0.18% | 54 |
|
|
2021
Q1 | $1.01M | Buy |
9,886
+3,371
| +52% | +$343K | 0.19% | 55 |
|
|
2020
Q4 | $596K | Buy |
6,515
+3,593
| +123% | +$329K | 0.13% | 81 |
|
|
2020
Q3 | $238K | Buy |
+2,922
| New | +$238K | 0.07% | 84 |
|