PWM
PBMares 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 | $440K | Buy |
3,301
+2
| +0.1% | +$267 | 0.08% | 113 |
|
|
2025
Q1 | $425K | Sell |
3,299
-209
| -6% | -$27K | 0.09% | 118 |
|
|
2024
Q4 | $448K | Buy |
3,508
+133
| +4% | +$17K | 0.09% | 117 |
|
|
2024
Q3 | $433K | Buy |
3,375
+1
| +0% | +$128 | 0.09% | 119 |
|
|
2024
Q2 | $400K | Buy |
3,374
+3
| +0.1% | +$356 | 0.1% | 119 |
|
|
2024
Q1 | $408K | Sell |
3,371
-299
| -8% | -$36.2K | 0.11% | 118 |
|
|
2023
Q4 | $410K | Buy |
3,670
+1,233
| +51% | +$138K | 0.12% | 120 |
|
|
2023
Q3 | $252K | Buy |
2,437
+2
| +0.1% | +$207 | 0.09% | 141 |
|
|
2023
Q2 | $258K | Sell |
2,435
-1
| -0% | -$106 | 0.09% | 143 |
|
|
2023
Q1 | $257K | Buy |
2,436
+2
| +0.1% | +$211 | 0.1% | 143 |
|
|
2022
Q4 | $263K | Buy |
+2,434
| New | +$263K | 0.11% | 133 |
|
|
2022
Q3 | – | Sell |
-2,030
| Closed | -$206K | – | 162 |
|
|
2022
Q2 | $206K | Buy |
+2,030
| New | +$206K | 0.09% | 150 |
|