TLA
Tanglewood Legacy Advisors’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 | $598K | Buy |
4,488
+25
| +0.6% | +$3.33K | 0.25% | 55 |
|
2025
Q1 | $576K | Hold |
4,463
| – | – | 0.25% | 52 |
|
2024
Q4 | $569K | Buy |
4,463
+363
| +9% | +$46.3K | 0.24% | 53 |
|
2024
Q3 | $526K | Hold |
4,100
| – | – | 0.23% | 53 |
|
2024
Q2 | $486K | Hold |
4,100
| – | – | 0.23% | 53 |
|
2024
Q1 | $496K | Hold |
4,100
| – | – | 0.24% | 53 |
|
2023
Q4 | $458K | Hold |
4,100
| – | – | 0.25% | 57 |
|
2023
Q3 | $424K | Hold |
4,100
| – | – | 0.25% | 56 |
|
2023
Q2 | $435K | Hold |
4,100
| – | – | 0.25% | 54 |
|
2023
Q1 | $433K | Hold |
4,100
| – | – | 0.28% | 48 |
|
2022
Q4 | $444K | Buy |
+4,100
| New | +$444K | 0.32% | 37 |
|