TPWM
Twelve Points 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 | $388K | Buy |
2,908
+237
| +9% | +$31.6K | 0.1% | 141 |
|
|
2025
Q1 | $344K | Hold |
2,671
| – | – | 0.09% | 138 |
|
|
2024
Q4 | $341K | Sell |
2,671
-186
| -7% | -$23.7K | 0.1% | 141 |
|
|
2024
Q3 | $366K | Sell |
2,857
-132
| -4% | -$16.9K | 0.12% | 140 |
|
|
2024
Q2 | $354K | Hold |
2,989
| – | – | 0.12% | 139 |
|
|
2024
Q1 | $362K | Sell |
2,989
-67
| -2% | -$8.11K | 0.13% | 133 |
|
|
2023
Q4 | $341K | Hold |
3,056
| – | – | 0.16% | 133 |
|
|
2023
Q3 | $316K | Sell |
3,056
-148
| -5% | -$15.3K | 0.16% | 136 |
|
|
2023
Q2 | $340K | Buy |
3,204
+128
| +4% | +$13.6K | 0.18% | 131 |
|
|
2023
Q1 | $325K | Buy |
3,076
+124
| +4% | +$13.1K | 0.19% | 136 |
|
|
2022
Q4 | $319K | Sell |
2,952
-223
| -7% | -$24.1K | 0.22% | 132 |
|
|
2022
Q3 | $301K | Buy |
3,175
+189
| +6% | +$17.9K | 0.23% | 132 |
|
|
2022
Q2 | $304K | Sell |
2,986
-122
| -4% | -$12.4K | 0.23% | 138 |
|
|
2022
Q1 | $349K | Sell |
3,108
-1,173
| -27% | -$132K | 0.26% | 127 |
|
|
2021
Q4 | $480K | Buy |
+4,281
| New | +$480K | 0.39% | 87 |
|