NWM
NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,848
| Closed | -$1.68M | – | 122 |
|
|
2023
Q2 | $1.68M | Buy |
15,848
+68
| +0.4% | +$7.21K | 0.31% | 66 |
|
|
2023
Q1 | $1.66M | Sell |
15,780
-6,985
| -31% | -$737K | 0.29% | 72 |
|
|
2022
Q4 | $2.46M | Hold |
22,765
| – | – | 0.46% | 64 |
|
|
2022
Q3 | $2.16M | Hold |
22,765
| – | – | 0.43% | 66 |
|
|
2022
Q2 | $2.32M | Hold |
22,765
| – | – | 0.51% | 62 |
|
|
2022
Q1 | $2.56M | Sell |
22,765
-30,708
| -57% | -$3.45M | 0.5% | 53 |
|
|
2021
Q4 | $6M | Buy |
+53,473
| New | +$6M | 1.15% | 29 |
|