SWA
Sax 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 | $678K | Hold |
5,083
| – | – | 0.04% | 216 |
|
|
2025
Q1 | $655K | Buy |
5,083
+1,001
| +25% | +$129K | 0.05% | 187 |
|
|
2024
Q4 | $521K | Hold |
4,082
| – | – | 0.04% | 190 |
|
|
2024
Q3 | $523K | Hold |
4,082
| – | – | 0.05% | 150 |
|
|
2024
Q2 | $484K | Buy |
4,082
+500
| +14% | +$59.3K | 0.05% | 149 |
|
|
2024
Q1 | $433K | Sell |
3,582
-50
| -1% | -$6.05K | 0.05% | 125 |
|
|
2023
Q4 | $405K | Sell |
3,632
-6
| -0.2% | -$670 | 0.07% | 133 |
|
|
2023
Q3 | $376K | Sell |
3,638
-330
| -8% | -$34.1K | 0.07% | 130 |
|
|
2023
Q2 | $421K | Sell |
3,968
-35
| -0.9% | -$3.71K | 0.08% | 123 |
|
|
2023
Q1 | $422K | Buy |
4,003
+50
| +1% | +$5.28K | 0.09% | 120 |
|
|
2022
Q4 | $428K | Buy |
3,953
+312
| +9% | +$33.8K | 0.1% | 112 |
|
|
2022
Q3 | $345K | Buy |
3,641
+280
| +8% | +$26.5K | 0.09% | 121 |
|
|
2022
Q2 | $342K | Buy |
3,361
+50
| +2% | +$5.09K | 0.09% | 127 |
|
|
2022
Q1 | $372K | Sell |
3,311
-15,269
| -82% | -$1.72M | 0.09% | 124 |
|
|
2021
Q4 | $2.08M | Hold |
18,580
| – | – | 0.43% | 43 |
|
|
2021
Q3 | $1.92M | Buy |
18,580
+533
| +3% | +$55.1K | 0.46% | 43 |
|
|
2021
Q2 | $1.89M | Sell |
18,047
-937
| -5% | -$98.2K | 0.65% | 40 |
|
|
2021
Q1 | $1.92M | Buy |
18,984
+17
| +0.1% | +$1.72K | 0.7% | 39 |
|
|
2020
Q4 | $1.74M | Buy |
+18,967
| New | +$1.74M | 0.8% | 36 |
|