OHWA
Oak Hill 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 | $19.4M | Buy |
143,776
+15,512
| +12% | +$2.09M | 4.01% | 8 |
|
|
2025
Q1 | $16.5M | Buy |
128,264
+2,714
| +2% | +$350K | 3.84% | 9 |
|
|
2024
Q4 | $16M | Buy |
+125,550
| New | +$16M | 3.82% | 10 |
|
|
2024
Q3 | – | Sell |
-182,295
| Closed | -$21.6M | – | 115 |
|
|
2024
Q2 | $21.6M | Buy |
+182,295
| New | +$21.6M | 6.55% | 4 |
|
|
2024
Q1 | – | Sell |
-180,746
| Closed | -$20.2M | – | 105 |
|
|
2023
Q4 | $20.2M | Buy |
180,746
+7,649
| +4% | +$854K | 6.95% | 4 |
|
|
2023
Q3 | $17.9M | Buy |
173,097
+4,541
| +3% | +$469K | 6.9% | 4 |
|
|
2023
Q2 | $17.9M | Buy |
168,556
+7,622
| +5% | +$809K | 6.6% | 4 |
|
|
2023
Q1 | $17M | Buy |
160,934
+4,530
| +3% | +$478K | 6.69% | 4 |
|
|
2022
Q4 | $16.9M | Buy |
+156,404
| New | +$16.9M | 6.99% | 4 |
|