VWA
V Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $589K | Sell |
5,705
-5,025
| -47% | -$519K | 0.47% | 46 |
|
|
2023
Q2 | $1.14M | Sell |
10,730
-770
| -7% | -$81.7K | 0.19% | 100 |
|
|
2023
Q1 | $1.21M | Buy |
11,500
+374
| +3% | +$39.5K | 0.23% | 96 |
|
|
2022
Q4 | $1.2M | Sell |
11,126
-960
| -8% | -$104K | 0.25% | 92 |
|
|
2022
Q3 | $1.15M | Buy |
12,086
+120
| +1% | +$11.4K | 0.23% | 100 |
|
|
2022
Q2 | $1.22M | Buy |
11,966
+5,287
| +79% | +$538K | 0.23% | 110 |
|
|
2022
Q1 | $749K | Buy |
6,679
+634
| +10% | +$71.1K | 0.12% | 189 |
|
|
2021
Q4 | $678K | Buy |
6,045
+48
| +0.8% | +$5.38K | 0.1% | 196 |
|
|
2021
Q3 | $619K | Buy |
5,997
+266
| +5% | +$27.5K | 0.1% | 221 |
|
|
2021
Q2 | $600K | Sell |
5,731
-1,016
| -15% | -$106K | 0.1% | 235 |
|
|
2021
Q1 | $683K | Sell |
6,747
-497
| -7% | -$50.3K | 0.13% | 186 |
|
|
2020
Q4 | $663K | Buy |
+7,244
| New | +$663K | 0.14% | 173 |
|
|
2020
Q3 | – | Sell |
-4,793
| Closed | -$378K | – | 348 |
|
|
2020
Q2 | $378K | Buy |
4,793
+1,587
| +50% | +$125K | 0.1% | 225 |
|
|
2020
Q1 | $227K | Buy |
3,206
+762
| +31% | +$54K | 0.07% | 274 |
|
|
2019
Q4 | $217K | Hold |
2,444
| – | – | 0.08% | 253 |
|
|
2019
Q3 | $217K | Buy |
+2,444
| New | +$217K | 0.08% | 255 |
|
|
2017
Q3 | – | Sell |
-1,123
| Closed | -$88K | – | 701 |
|
|
2017
Q2 | $88K | Buy |
+1,123
| New | +$88K | 0.04% | 254 |
|