SVWAG
Sound View Wealth Advisors Group’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 | $8.12M | Sell |
60,894
-2,877
| -5% | -$384K | 0.6% | 44 |
|
|
2025
Q1 | $8.22M | Sell |
63,771
-1,721
| -3% | -$222K | 0.67% | 42 |
|
|
2024
Q4 | $8.36M | Buy |
65,492
+4,963
| +8% | +$633K | 0.67% | 37 |
|
|
2024
Q3 | $7.76M | Buy |
60,529
+9,083
| +18% | +$1.16M | 0.63% | 44 |
|
|
2024
Q2 | $6.1M | Buy |
51,446
+3,987
| +8% | +$473K | 0.63% | 45 |
|
|
2024
Q1 | $5.74M | Sell |
47,459
-1,613
| -3% | -$195K | 0.61% | 45 |
|
|
2023
Q4 | $5.48M | Buy |
49,072
+7,947
| +19% | +$887K | 0.6% | 43 |
|
|
2023
Q3 | $4.25M | Buy |
41,125
+2,658
| +7% | +$275K | 0.53% | 48 |
|
|
2023
Q2 | $4.08M | Sell |
38,467
-2,888
| -7% | -$306K | 0.53% | 49 |
|
|
2023
Q1 | $4.36M | Sell |
41,355
-7,717
| -16% | -$814K | 0.6% | 42 |
|
|
2022
Q4 | $5.48M | Buy |
49,072
+26,612
| +118% | +$2.97M | 0.6% | 43 |
|
|
2022
Q3 | $2.13M | Buy |
22,460
+81
| +0.4% | +$7.69K | 0.48% | 56 |
|
|
2022
Q2 | $2.28M | Buy |
22,379
+2,978
| +15% | +$303K | 0.48% | 57 |
|
|
2022
Q1 | $2.18M | Buy |
19,401
+4,125
| +27% | +$463K | 0.41% | 63 |
|
|
2021
Q4 | $1.71M | Buy |
15,276
+4,096
| +37% | +$459K | 0.32% | 76 |
|
|
2021
Q3 | $1.16M | Buy |
11,180
+1,431
| +15% | +$148K | 0.24% | 105 |
|
|
2021
Q2 | $1.02M | Buy |
9,749
+2,461
| +34% | +$258K | 0.21% | 113 |
|
|
2021
Q1 | $737K | Sell |
7,288
-1,154
| -14% | -$117K | 0.17% | 124 |
|
|
2020
Q4 | $772K | Buy |
8,442
+1,894
| +29% | +$173K | 0.19% | 118 |
|
|
2020
Q3 | $530K | Buy |
6,548
+236
| +4% | +$19.1K | 0.14% | 138 |
|
|
2020
Q2 | $497K | Sell |
6,312
-1,096
| -15% | -$86.3K | 0.14% | 131 |
|
|
2020
Q1 | $524K | Sell |
7,408
-224
| -3% | -$15.8K | 0.18% | 117 |
|
|
2019
Q4 | $715K | Buy |
7,632
+1,418
| +23% | +$133K | 0.2% | 116 |
|
|
2019
Q3 | $551K | Buy |
6,214
+582
| +10% | +$51.6K | 0.16% | 130 |
|
|
2019
Q2 | $492K | Buy |
+5,632
| New | +$492K | 0.15% | 144 |
|