RWA
Rooted Wealth Advisors’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 | $7.45M | Buy |
55,244
+2,062
| +4% | +$278K | 2.58% | 12 |
|
|
2025
Q1 | $6.22M | Sell |
53,182
-2,469
| -4% | -$289K | 2.68% | 12 |
|
|
2024
Q4 | $7.11M | Buy |
55,651
+2,812
| +5% | +$359K | 2.78% | 12 |
|
|
2024
Q3 | $6.76M | Buy |
52,839
+5,752
| +12% | +$735K | 3.01% | 10 |
|
|
2024
Q2 | $5.81M | Buy |
47,087
+2,545
| +6% | +$314K | 2.56% | 12 |
|
|
2024
Q1 | $5.35M | Buy |
44,542
+130
| +0.3% | +$15.6K | 2.64% | 12 |
|
|
2023
Q4 | $5.01M | Sell |
44,412
-5,758
| -11% | -$649K | 2.62% | 12 |
|
|
2023
Q3 | $5.28M | Sell |
50,170
-51,756
| -51% | -$5.45M | 3.25% | 9 |
|
|
2023
Q2 | $10.8M | Buy |
101,926
+39,949
| +64% | +$4.24M | 7.29% | 2 |
|
|
2023
Q1 | $6.64M | Buy |
61,977
+34,762
| +128% | +$3.72M | 4.92% | 4 |
|
|
2022
Q4 | $2.95M | Buy |
+27,215
| New | +$2.95M | 2.47% | 8 |
|