SWA
VYM icon

Sterling 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
$255K Hold
1,892
0.18% 18
2025
Q1
$244K Sell
1,892
-184
-9% -$23.7K 0.19% 18
2024
Q4
$265K Buy
+2,076
New +$265K 0.21% 17