RWM
Revisor 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 | $274K | Hold |
2,019
| – | – | 0.1% | 223 |
|
|
2025
Q1 | $260K | Sell |
2,019
-1,254
| -38% | -$162K | 0.12% | 187 |
|
|
2024
Q4 | $418K | Sell |
3,273
-1,160
| -26% | -$148K | 0.39% | 51 |
|
|
2024
Q3 | $568K | Hold |
4,433
| – | – | 0.36% | 56 |
|
|
2024
Q2 | $526K | Buy |
4,433
+1,625
| +58% | +$193K | 0.37% | 50 |
|
|
2024
Q1 | $335K | Buy |
+2,808
| New | +$335K | 0.15% | 149 |
|
|
2023
Q3 | – | Sell |
-3,560
| Closed | -$378K | – | 178 |
|
|
2023
Q2 | $378K | Hold |
3,560
| – | – | 0.34% | 70 |
|
|
2023
Q1 | $376K | Buy |
+3,560
| New | +$376K | 0.34% | 72 |
|