PWP
Precedent Wealth Partners’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 | $2.38M | Buy |
17,887
+547
| +3% | +$72.9K | 0.58% | 51 |
|
|
2025
Q1 | $2.24M | Buy |
17,340
+5,614
| +48% | +$724K | 0.62% | 48 |
|
|
2024
Q4 | $1.5M | Buy |
11,726
+11
| +0.1% | +$1.4K | 0.49% | 58 |
|
|
2024
Q3 | $1.5M | Buy |
11,715
+1,322
| +13% | +$169K | 0.5% | 54 |
|
|
2024
Q2 | $1.23M | Buy |
10,393
+2,973
| +40% | +$353K | 0.5% | 53 |
|
|
2024
Q1 | $898K | Buy |
7,420
+868
| +13% | +$105K | 0.39% | 69 |
|
|
2023
Q4 | $731K | Buy |
+6,552
| New | +$731K | 0.37% | 71 |
|