SWM
SFG 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 | $287K | Sell |
2,150
-88
| -4% | -$11.7K | 0.17% | 68 |
|
|
2025
Q1 | $289K | Buy |
2,238
+88
| +4% | +$11.3K | 0.14% | 99 |
|
|
2024
Q4 | $274K | Hold |
2,150
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $276K | Sell |
2,150
-850
| -28% | -$109K | 0.15% | 76 |
|
|
2024
Q2 | $356K | Hold |
3,000
| – | – | 0.2% | 70 |
|
|
2024
Q1 | $363K | Hold |
3,000
| – | – | 0.22% | 66 |
|
|
2023
Q4 | $335K | Hold |
3,000
| – | – | 0.22% | 66 |
|
|
2023
Q3 | $310K | Hold |
3,000
| – | – | 0.25% | 70 |
|
|
2023
Q2 | $318K | Hold |
3,000
| – | – | 0.27% | 68 |
|
|
2023
Q1 | $317K | Sell |
3,000
-1,100
| -27% | -$116K | 0.35% | 51 |
|
|
2022
Q4 | $444K | Sell |
4,100
-300
| -7% | -$32.5K | 0.55% | 38 |
|
|
2022
Q3 | $417K | Hold |
4,400
| – | – | 0.56% | 39 |
|
|
2022
Q2 | $447K | Sell |
4,400
-1,000
| -19% | -$102K | 0.52% | 44 |
|
|
2022
Q1 | $606K | Sell |
5,400
-700
| -11% | -$78.6K | 0.57% | 43 |
|
|
2021
Q4 | $684K | Buy |
+6,100
| New | +$684K | 0.61% | 43 |
|