TVWM
Tower View 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 | $539K | Sell |
4,043
-101
| -2% | -$13.5K | 0.28% | 43 |
|
|
2025
Q1 | $534K | Sell |
4,144
-56
| -1% | -$7.22K | 0.31% | 44 |
|
|
2024
Q4 | $536K | Buy |
4,200
+92
| +2% | +$11.7K | 0.28% | 48 |
|
|
2024
Q3 | $527K | Buy |
4,108
+87
| +2% | +$11.2K | 0.29% | 46 |
|
|
2024
Q2 | $477K | Buy |
4,021
+129
| +3% | +$15.3K | 0.27% | 47 |
|
|
2024
Q1 | $471K | Buy |
3,892
+53
| +1% | +$6.41K | 0.28% | 50 |
|
|
2023
Q4 | $429K | Buy |
3,839
+37
| +1% | +$4.14K | 0.27% | 49 |
|
|
2023
Q3 | $393K | Buy |
3,802
+118
| +3% | +$12.2K | 0.28% | 46 |
|
|
2023
Q2 | $391K | Sell |
3,684
-1,294
| -26% | -$137K | 0.27% | 47 |
|
|
2023
Q1 | $525K | Buy |
4,978
+35
| +0.7% | +$3.69K | 0.35% | 47 |
|
|
2022
Q4 | $535K | Buy |
4,943
+85
| +2% | +$9.2K | 0.37% | 49 |
|
|
2022
Q3 | $461K | Buy |
4,858
+178
| +4% | +$16.9K | 0.35% | 49 |
|
|
2022
Q2 | $476K | Buy |
4,680
+1,613
| +53% | +$164K | 0.35% | 50 |
|
|
2022
Q1 | $344K | Buy |
3,067
+15
| +0.5% | +$1.68K | 0.19% | 68 |
|
|
2021
Q4 | $342K | Sell |
3,052
-51
| -2% | -$5.72K | 0.17% | 68 |
|
|
2021
Q3 | $321K | Buy |
3,103
+514
| +20% | +$53.2K | 0.18% | 69 |
|
|
2021
Q2 | $271K | Buy |
2,589
+163
| +7% | +$17.1K | 0.14% | 78 |
|
|
2021
Q1 | $245K | Sell |
2,426
-441
| -15% | -$44.5K | 0.13% | 82 |
|
|
2020
Q4 | $262K | Buy |
2,867
+964
| +51% | +$88.1K | 0.15% | 75 |
|
|
2020
Q3 | $154K | Buy |
1,903
+17
| +0.9% | +$1.38K | 0.1% | 75 |
|
|
2020
Q2 | $149K | Sell |
1,886
-9,880
| -84% | -$781K | 0.11% | 70 |
|
|
2020
Q1 | $832K | Sell |
11,766
-1,367
| -10% | -$96.7K | 0.75% | 48 |
|
|
2019
Q4 | $1.23M | Buy |
13,133
+87
| +0.7% | +$8.16K | 0.93% | 41 |
|
|
2019
Q3 | $1.16M | Sell |
13,046
-796
| -6% | -$70.7K | 0.96% | 40 |
|
|
2019
Q2 | $1.21M | Sell |
13,842
-1,104
| -7% | -$96.5K | 1.03% | 37 |
|
|
2019
Q1 | $1.28M | Sell |
14,946
-46
| -0.3% | -$3.94K | 1.14% | 37 |
|
|
2018
Q4 | $1.17M | Buy |
14,992
+131
| +0.9% | +$10.2K | 1.21% | 39 |
|
|
2018
Q3 | $1.29M | Sell |
14,861
-1,238
| -8% | -$108K | 1.13% | 43 |
|
|
2018
Q2 | $1.34M | Buy |
16,099
+58
| +0.4% | +$4.82K | 1.26% | 41 |
|
|
2018
Q1 | $1.32M | Sell |
16,041
-1,829
| -10% | -$151K | 1.32% | 38 |
|
|
2017
Q4 | $1.53M | Buy |
+17,870
| New | +$1.53M | 1.41% | 33 |
|