TWA
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Trellis Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Trellis Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$421K Buy
3,159
+21
+0.7% +$2.8K 0.18% 28
2025
Q1 		$405K Buy
3,138
+20
+0.6% +$2.58K 0.2% 28
2024
Q4 		$398K Buy
+3,118
New +$398K 0.2% 25