PPWM
PFG Private 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 | $7.95M | Buy |
59,598
+1,986
| +3% | +$265K | 4.09% | 9 |
|
|
2025
Q1 | $7.43M | Buy |
57,612
+17,426
| +43% | +$2.25M | 4.02% | 10 |
|
|
2024
Q4 | $5.13M | Sell |
40,186
-30,931
| -43% | -$3.95M | 2.92% | 13 |
|
|
2024
Q3 | $9.12M | Sell |
71,117
-31,703
| -31% | -$4.06M | 5.29% | 4 |
|
|
2024
Q2 | $12.2M | Buy |
102,820
+4,798
| +5% | +$569K | 7.39% | 3 |
|
|
2024
Q1 | $11.9M | Buy |
98,022
+98,012
| +980,120% | +$11.9M | 7.46% | 3 |
|
|
2023
Q4 | $1.12K | Hold |
10
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $1.03K | Hold |
10
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $1.06K | Hold |
10
| – | – | ﹤0.01% | 264 |
|
|
2023
Q1 | $1.06K | Hold |
10
| – | – | ﹤0.01% | 265 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 334 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 306 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 289 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 302 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 303 |
|