SWM Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,004
Closed -$225K 31
2022
Q1
$225K Sell
2,004
-1,590
-44% -$179K 0.18% 29
2021
Q4
$408K Buy
+3,594
New +$408K 0.36% 17