RWG
Ratio Wealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $21.6M | Buy |
178,867
+5,274
| +3% | +$638K | 4.03% | 7 |
|
|
2023
Q4 | $19.4M | Sell |
173,593
-43,908
| -20% | -$4.9M | 4.19% | 7 |
|
|
2023
Q3 | $22.5M | Buy |
217,501
+3,002
| +1% | +$310K | 5.63% | 4 |
|
|
2023
Q2 | $22.8M | Buy |
+214,499
| New | +$22.8M | 5.63% | 4 |
|
|
2022
Q4 | $21.5M | Buy |
198,570
+12,170
| +7% | +$1.32M | 6.1% | 4 |
|
|
2022
Q3 | $17.7M | Buy |
186,400
+12,780
| +7% | +$1.21M | 5.76% | 5 |
|
|
2022
Q2 | $17.7M | Sell |
173,620
-6,877
| -4% | -$699K | 5.74% | 7 |
|
|
2022
Q1 | $20.3M | Buy |
180,497
+18,598
| +11% | +$2.09M | 6.05% | 5 |
|
|
2021
Q4 | $18.2M | Buy |
161,899
+7,991
| +5% | +$896K | 5.46% | 7 |
|
|
2021
Q3 | $15.9M | Buy |
153,908
+17,202
| +13% | +$1.78M | 5.22% | 8 |
|
|
2021
Q2 | $14.3M | Buy |
136,706
+13,521
| +11% | +$1.42M | 5.14% | 8 |
|
|
2021
Q1 | $12.5M | Buy |
123,185
+28,108
| +30% | +$2.84M | 5.2% | 9 |
|
|
2020
Q4 | $8.7M | Buy |
+95,077
| New | +$8.7M | 4.67% | 9 |
|