SWMG LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Hold |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $250K | Buy |
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