SWM
Sugarloaf Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $347K | Buy |
5,115
+1,117
| +28% | +$75.8K | 0.07% | 119 |
|
|
2024
Q3 | $294K | Sell |
3,998
-189
| -5% | -$13.9K | 0.06% | 121 |
|
|
2024
Q2 | $287K | Buy |
4,187
+160
| +4% | +$11K | 0.06% | 116 |
|
|
2024
Q1 | $277K | Buy |
4,027
+573
| +17% | +$39.4K | 0.06% | 119 |
|
|
2023
Q4 | $230K | Buy |
3,454
+11
| +0.3% | +$731 | 0.06% | 125 |
|
|
2023
Q3 | $213K | Buy |
3,443
+1,168
| +51% | +$72.3K | 0.05% | 121 |
|
|
2023
Q2 | $144K | Buy |
2,275
+148
| +7% | +$9.35K | 0.03% | 174 |
|
|
2023
Q1 | $132K | Sell |
2,127
-27
| -1% | -$1.67K | 0.03% | 173 |
|
|
2022
Q4 | $128K | Buy |
2,154
+1,668
| +343% | +$99.4K | 0.03% | 173 |
|
|
2022
Q3 | $26K | Buy |
486
+156
| +47% | +$8.35K | 0.01% | 383 |
|
|
2022
Q2 | $19K | Buy |
+330
| New | +$19K | ﹤0.01% | 415 |
|