NIWA
New Insight 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 | $2.02M | Sell |
15,168
-370
| -2% | -$49.3K | 0.83% | 30 |
|
|
2025
Q1 | $2M | Buy |
15,538
+643
| +4% | +$82.9K | 0.91% | 27 |
|
|
2024
Q4 | $1.9M | Buy |
14,895
+447
| +3% | +$57K | 0.95% | 23 |
|
|
2024
Q3 | $1.85M | Sell |
14,448
-1,156
| -7% | -$148K | 0.97% | 23 |
|
|
2024
Q2 | $1.85M | Sell |
15,604
-2,862
| -15% | -$339K | 1.09% | 22 |
|
|
2024
Q1 | $2.23M | Sell |
18,466
-4,025
| -18% | -$487K | 1.4% | 21 |
|
|
2023
Q4 | $2.51M | Buy |
+22,491
| New | +$2.51M | 1.69% | 19 |
|