O3W
Omni 360 Wealth’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 | $3.13M | Buy |
23,446
+585
| +3% | +$78K | 1.54% | 14 |
|
|
2025
Q1 | $2.95M | Buy |
22,861
+4,120
| +22% | +$531K | 1.73% | 13 |
|
|
2024
Q4 | $2.39M | Buy |
18,741
+1,256
| +7% | +$160K | 1.5% | 16 |
|
|
2024
Q3 | $2.24M | Buy |
17,485
+641
| +4% | +$82.2K | 1.47% | 16 |
|
|
2024
Q2 | $2M | Buy |
16,844
+439
| +3% | +$52.1K | 1.48% | 16 |
|
|
2024
Q1 | $1.98M | Buy |
16,405
+309
| +2% | +$37.4K | 1.61% | 18 |
|
|
2023
Q4 | $1.8M | Buy |
+16,096
| New | +$1.8M | 1.67% | 17 |
|