TMWM
Taylor & Morgan Wealth Management’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 | $721K | Buy |
5,405
+31
| +0.6% | +$4.13K | 0.49% | 32 |
|
|
2025
Q1 | $693K | Sell |
5,374
-164
| -3% | -$21.2K | 0.52% | 32 |
|
|
2024
Q4 | $707K | Sell |
5,538
-107
| -2% | -$13.7K | 0.5% | 30 |
|
|
2024
Q3 | $724K | Buy |
5,645
+29
| +0.5% | +$3.72K | 0.49% | 29 |
|
|
2024
Q2 | $666K | Buy |
5,616
+137
| +3% | +$16.2K | 0.47% | 30 |
|
|
2024
Q1 | $663K | Buy |
5,479
+26
| +0.5% | +$3.15K | 0.49% | 30 |
|
|
2023
Q4 | $609K | Sell |
5,453
-233
| -4% | -$26K | 0.48% | 32 |
|
|
2023
Q3 | $587K | Sell |
5,686
-368
| -6% | -$38K | 0.53% | 30 |
|
|
2023
Q2 | $642K | Sell |
6,054
-8,367
| -58% | -$887K | 0.53% | 30 |
|
|
2023
Q1 | $1.52M | Sell |
14,421
-395
| -3% | -$41.7K | 1.32% | 15 |
|
|
2022
Q4 | $1.6M | Buy |
14,816
+113
| +0.8% | +$12.2K | 1.51% | 13 |
|
|
2022
Q3 | $1.4M | Buy |
14,703
+3,866
| +36% | +$367K | 1.39% | 16 |
|
|
2022
Q2 | $1.1M | Buy |
10,837
+2,566
| +31% | +$261K | 1.05% | 21 |
|
|
2022
Q1 | $928K | Buy |
8,271
+1,861
| +29% | +$209K | 0.76% | 32 |
|
|
2021
Q4 | $719K | Buy |
+6,410
| New | +$719K | 0.58% | 38 |
|