SWA
Strategies 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 | $560K | Buy |
4,202
+20
| +0.5% | +$2.67K | 0.06% | 92 |
|
|
2025
Q1 | $539K | Buy |
4,182
+31
| +0.7% | +$4K | 0.07% | 87 |
|
|
2024
Q4 | $552K | Buy |
4,151
+125
| +3% | +$16.6K | 0.07% | 74 |
|
|
2024
Q3 | $516K | Buy |
4,026
+27
| +0.7% | +$3.46K | 0.07% | 62 |
|
|
2024
Q2 | $474K | Buy |
3,999
+34
| +0.9% | +$4.03K | 0.07% | 61 |
|
|
2024
Q1 | $480K | Buy |
3,965
+22
| +0.6% | +$2.66K | 0.07% | 64 |
|
|
2023
Q4 | $440K | Buy |
3,943
+38
| +1% | +$4.24K | 0.08% | 63 |
|
|
2023
Q3 | $403K | Buy |
3,905
+80
| +2% | +$8.27K | 0.08% | 59 |
|
|
2023
Q2 | $406K | Buy |
+3,825
| New | +$406K | 0.08% | 63 |
|
|
2022
Q2 | – | Sell |
-25,038
| Closed | -$2.81M | – | 90 |
|
|
2022
Q1 | $2.81M | Buy |
25,038
+147
| +0.6% | +$16.5K | 0.75% | 22 |
|
|
2021
Q4 | $2.79M | Buy |
+24,891
| New | +$2.79M | 0.78% | 24 |
|