RWP
Revolve 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 | – | Sell |
-2,152
| Closed | -$278K | – | 241 |
|
2025
Q1 | $278K | Hold |
2,152
| – | – | 0.04% | 171 |
|
2024
Q4 | $275K | Hold |
2,152
| – | – | 0.04% | 171 |
|
2024
Q3 | $276K | Hold |
2,152
| – | – | 0.04% | 156 |
|
2024
Q2 | $255K | Sell |
2,152
-97
| -4% | -$11.5K | 0.04% | 147 |
|
2024
Q1 | $272K | Buy |
+2,249
| New | +$272K | 0.05% | 142 |
|
2023
Q1 | – | Sell |
-1,888
| Closed | -$204K | – | 149 |
|
2022
Q4 | $204K | Sell |
1,888
-750
| -28% | -$81.2K | 0.06% | 139 |
|
2022
Q3 | $250K | Buy |
+2,638
| New | +$250K | 0.08% | 106 |
|