TWA
Tandem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-89,578
| Closed | -$9.26M | – | 68 |
|
|
2023
Q3 | $9.26M | Buy |
89,578
+2,674
| +3% | +$276K | 5.65% | 7 |
|
|
2023
Q2 | $9.21M | Buy |
86,904
+376
| +0.4% | +$39.9K | 5.57% | 8 |
|
|
2023
Q1 | $9.13M | Sell |
86,528
-1,110
| -1% | -$117K | 5.68% | 6 |
|
|
2022
Q4 | $9.48M | Buy |
+87,638
| New | +$9.48M | 6.02% | 6 |
|