QWM
Quaker 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 | $22.3M | Buy |
+167,307
| New | +$22.3M | 7.47% | 3 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 844 |
|
|
2024
Q3 | $8.05M | Buy |
+62,803
| New | +$8.05M | 2.95% | 12 |
|
|
2024
Q1 | $14.1M | Sell |
116,186
-10,904
| -9% | -$1.32M | 5.69% | 5 |
|
|
2023
Q4 | $14.2M | Sell |
127,090
-1,652
| -1% | -$184K | 6.39% | 6 |
|
|
2023
Q3 | $13.3M | Sell |
128,742
-10,117
| -7% | -$1.05M | 6.48% | 6 |
|
|
2023
Q2 | $14.7M | Sell |
138,859
-2,948
| -2% | -$313K | 6.65% | 6 |
|
|
2023
Q1 | $15M | Buy |
141,807
+30,683
| +28% | +$3.24M | 6.98% | 6 |
|
|
2022
Q4 | $12M | Sell |
111,124
-38,932
| -26% | -$4.21M | 6.1% | 7 |
|
|
2022
Q3 | $14.2M | Sell |
150,056
-4,395
| -3% | -$417K | 7.45% | 5 |
|
|
2022
Q2 | $15.7M | Buy |
154,451
+104
| +0.1% | +$10.6K | 7.93% | 5 |
|
|
2022
Q1 | $17.3M | Buy |
154,347
+7,703
| +5% | +$865K | 7.52% | 6 |
|
|
2021
Q4 | $16.4M | Buy |
+146,644
| New | +$16.4M | 6.99% | 6 |
|
|
2021
Q1 | $12.8M | Buy |
127,062
+64,774
| +104% | +$6.55M | 5.96% | 8 |
|
|
2020
Q4 | $5.7M | Sell |
62,288
-74,872
| -55% | -$6.85M | 2.99% | 11 |
|
|
2020
Q3 | $11.1M | Buy |
137,160
+8,511
| +7% | +$689K | 5.96% | 7 |
|
|
2020
Q2 | $10.1M | Sell |
128,649
-8,480
| -6% | -$668K | 6.05% | 7 |
|
|
2020
Q1 | $9.7M | Buy |
137,129
+9,458
| +7% | +$669K | 6.89% | 6 |
|
|
2019
Q4 | $12M | Buy |
+127,671
| New | +$12M | 7.11% | 6 |
|