OPWM
Oxinas Partners 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.02M | Buy |
30,155
+327
| +1% | +$43.6K | 2.06% | 12 |
|
2025
Q1 | $3.85M | Buy |
29,828
+1,183
| +4% | +$153K | 2.27% | 11 |
|
2024
Q4 | $3.65M | Buy |
28,645
+612
| +2% | +$78.1K | 2.14% | 15 |
|
2024
Q3 | $3.59M | Buy |
28,033
+2,571
| +10% | +$330K | 2.2% | 12 |
|
2024
Q2 | $3.02M | Sell |
25,462
-17
| -0.1% | -$2.02K | 2.01% | 12 |
|
2024
Q1 | $3.08M | Buy |
25,479
+728
| +3% | +$88.1K | 2% | 11 |
|
2023
Q4 | $2.76M | Buy |
24,751
+741
| +3% | +$82.7K | 1.96% | 15 |
|
2023
Q3 | $2.48M | Sell |
24,010
-667
| -3% | -$68.9K | 1.84% | 18 |
|
2023
Q2 | $2.62M | Buy |
24,677
+2,312
| +10% | +$245K | 1.72% | 18 |
|
2023
Q1 | $2.36M | Buy |
+22,365
| New | +$2.36M | 1.7% | 18 |
|