SWM
Silverlake 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 | $3.43M | Buy |
25,733
+1,209
| +5% | +$161K | 1% | 13 |
|
|
2025
Q1 | $3.16M | Sell |
24,524
-674
| -3% | -$86.9K | 1.2% | 11 |
|
|
2024
Q4 | $3.22M | Sell |
25,198
-1,189
| -5% | -$152K | 1.23% | 11 |
|
|
2024
Q3 | $3.38M | Buy |
26,387
+467
| +2% | +$59.9K | 1.28% | 10 |
|
|
2024
Q2 | $3.07M | Buy |
25,920
+11,958
| +86% | +$1.42M | 1.26% | 10 |
|
|
2024
Q1 | $1.69M | Sell |
13,962
-1,243
| -8% | -$150K | 0.86% | 27 |
|
|
2023
Q4 | $1.7M | Sell |
15,205
-562
| -4% | -$62.7K | 0.94% | 23 |
|
|
2023
Q3 | $1.63M | Sell |
15,767
-17
| -0.1% | -$1.76K | 0.91% | 24 |
|
|
2023
Q2 | $1.67M | Sell |
15,784
-369
| -2% | -$39.1K | 0.93% | 22 |
|
|
2023
Q1 | $1.7M | Buy |
16,153
+9
| +0.1% | +$950 | 1.03% | 21 |
|
|
2022
Q4 | $1.75M | Buy |
16,144
+1,434
| +10% | +$155K | 1.09% | 21 |
|
|
2022
Q3 | $1.4M | Buy |
14,710
+2,739
| +23% | +$260K | 0.95% | 22 |
|
|
2022
Q2 | $1.22M | Buy |
11,971
+2,325
| +24% | +$236K | 0.79% | 31 |
|
|
2022
Q1 | $1.08M | Buy |
9,646
+2,389
| +33% | +$268K | 0.62% | 43 |
|
|
2021
Q4 | $814K | Buy |
+7,257
| New | +$814K | 0.44% | 58 |
|