PFWA
Paces Ferry 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 | $938K | Buy |
7,038
+27
| +0.4% | +$3.6K | 0.43% | 42 |
|
|
2025
Q1 | $904K | Sell |
7,011
-52
| -0.7% | -$6.71K | 0.45% | 40 |
|
|
2024
Q4 | $901K | Sell |
7,063
-170
| -2% | -$21.7K | 0.44% | 43 |
|
|
2024
Q3 | $927K | Buy |
7,233
+484
| +7% | +$62K | 0.53% | 40 |
|
|
2024
Q2 | $800K | Sell |
6,749
-101
| -1% | -$12K | 0.48% | 45 |
|
|
2024
Q1 | $829K | Sell |
6,850
-983
| -13% | -$119K | 0.53% | 43 |
|
|
2023
Q4 | $874K | Sell |
7,833
-431
| -5% | -$48.1K | 0.61% | 40 |
|
|
2023
Q3 | $854K | Buy |
8,264
+143
| +2% | +$14.8K | 0.68% | 39 |
|
|
2023
Q2 | $861K | Sell |
8,121
-10
| -0.1% | -$1.06K | 0.65% | 39 |
|
|
2023
Q1 | $858K | Sell |
8,131
-169
| -2% | -$17.8K | 0.69% | 38 |
|
|
2022
Q4 | $898K | Sell |
8,300
-60
| -0.7% | -$6.49K | 0.87% | 32 |
|
|
2022
Q3 | $793K | Buy |
8,360
+64
| +0.8% | +$6.07K | 0.87% | 30 |
|
|
2022
Q2 | $844K | Sell |
8,296
-75
| -0.9% | -$7.63K | 0.83% | 32 |
|
|
2022
Q1 | $940K | Sell |
8,371
-30
| -0.4% | -$3.37K | 0.75% | 33 |
|
|
2021
Q4 | $942K | Sell |
8,401
-694
| -8% | -$77.8K | 0.68% | 36 |
|
|
2021
Q3 | $940K | Buy |
9,095
+252
| +3% | +$26K | 0.75% | 34 |
|
|
2021
Q2 | $926K | Buy |
8,843
+105
| +1% | +$11K | 0.71% | 36 |
|
|
2021
Q1 | $883K | Buy |
8,738
+52
| +0.6% | +$5.26K | 0.77% | 34 |
|
|
2020
Q4 | $795K | Buy |
8,686
+1,940
| +29% | +$178K | 0.73% | 38 |
|
|
2020
Q3 | $546K | Buy |
+6,746
| New | +$546K | 0.48% | 43 |
|