SWA
SOA 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 | $444K | Sell |
3,334
-830
| -20% | -$111K | 0.08% | 128 |
|
|
2025
Q1 | $537K | Sell |
4,164
-53
| -1% | -$6.83K | 0.11% | 108 |
|
|
2024
Q4 | $538K | Sell |
4,217
-210
| -5% | -$26.8K | 0.1% | 110 |
|
|
2024
Q3 | $567K | Sell |
4,427
-1
| -0% | -$128 | 0.11% | 106 |
|
|
2024
Q2 | $525K | Sell |
4,428
-62
| -1% | -$7.35K | 0.11% | 109 |
|
|
2024
Q1 | $543K | Sell |
4,490
-104
| -2% | -$12.6K | 0.11% | 98 |
|
|
2023
Q4 | $513K | Buy |
4,594
+94
| +2% | +$10.5K | 0.11% | 95 |
|
|
2023
Q3 | $465K | Sell |
4,500
-867
| -16% | -$89.6K | 0.12% | 100 |
|
|
2023
Q2 | $569K | Buy |
5,367
+133
| +3% | +$14.1K | 0.13% | 84 |
|
|
2023
Q1 | $552K | Buy |
5,234
+14
| +0.3% | +$1.48K | 0.14% | 84 |
|
|
2022
Q4 | $565K | Buy |
5,220
+18
| +0.3% | +$1.95K | 0.15% | 81 |
|
|
2022
Q3 | $493K | Buy |
5,202
+15
| +0.3% | +$1.42K | 0.15% | 78 |
|
|
2022
Q2 | $527K | Sell |
5,187
-392
| -7% | -$39.8K | 0.16% | 80 |
|
|
2022
Q1 | $626K | Sell |
5,579
-58
| -1% | -$6.51K | 0.15% | 85 |
|
|
2021
Q4 | $631K | Buy |
5,637
+352
| +7% | +$39.4K | 0.15% | 86 |
|
|
2021
Q3 | $546K | Buy |
5,285
+14
| +0.3% | +$1.45K | 0.14% | 91 |
|
|
2021
Q2 | $552K | Sell |
5,271
-130
| -2% | -$13.6K | 0.14% | 90 |
|
|
2021
Q1 | $546K | Buy |
5,401
+13
| +0.2% | +$1.31K | 0.15% | 87 |
|
|
2020
Q4 | $514K | Buy |
+5,388
| New | +$514K | 0.14% | 85 |
|