SPWG
Syntegra Private Wealth Group’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 | $480K | Hold |
3,600
| – | – | 0.05% | 101 |
|
|
2025
Q1 | $464K | Hold |
3,600
| – | – | 0.05% | 87 |
|
|
2024
Q4 | $459K | Sell |
3,600
-90
| -2% | -$11.5K | 0.05% | 89 |
|
|
2024
Q3 | $473K | Hold |
3,690
| – | – | 0.05% | 81 |
|
|
2024
Q2 | $438K | Sell |
3,690
-54
| -1% | -$6.41K | 0.06% | 84 |
|
|
2024
Q1 | $453K | Buy |
3,744
+61
| +2% | +$7.38K | 0.06% | 77 |
|
|
2023
Q4 | $411K | Buy |
3,683
+24
| +0.7% | +$2.68K | 0.06% | 77 |
|
|
2023
Q3 | $378K | Buy |
3,659
+213
| +6% | +$22K | 0.06% | 82 |
|
|
2023
Q2 | $366K | Sell |
3,446
-344
| -9% | -$36.5K | 0.06% | 89 |
|
|
2023
Q1 | $400K | Buy |
3,790
+4
| +0.1% | +$422 | 0.07% | 81 |
|
|
2022
Q4 | $410K | Buy |
+3,786
| New | +$410K | 0.08% | 69 |
|