W Advisors LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
12,231
+1,695
| +16% | +$226K | 0.94% | 25 |
|
|
2025
Q1 | $1.36M | Buy |
10,536
+458
| +5% | +$59.1K | 0.85% | 29 |
|
|
2024
Q4 | $1.29M | Buy |
10,078
+984
| +11% | +$126K | 0.8% | 30 |
|
|
2024
Q3 | $1.17M | Sell |
9,094
-1,074
| -11% | -$138K | 0.72% | 33 |
|
|
2024
Q2 | $1.21M | Buy |
10,168
+524
| +5% | +$62.1K | 0.79% | 33 |
|
|
2024
Q1 | $1.17M | Buy |
9,644
+328
| +4% | +$39.7K | 0.8% | 33 |
|
|
2023
Q4 | $1.04M | Buy |
9,316
+555
| +6% | +$62K | 0.77% | 31 |
|
|
2023
Q3 | $905K | Buy |
8,761
+847
| +11% | +$87.5K | 0.74% | 34 |
|
|
2023
Q2 | $839K | Hold |
7,914
| – | – | 0.66% | 38 |
|
|
2023
Q1 | $835K | Sell |
7,914
-1,133
| -13% | -$120K | 0.69% | 37 |
|
|
2022
Q4 | $979K | Buy |
9,047
+311
| +4% | +$33.7K | 0.82% | 33 |
|
|
2022
Q3 | $829K | Buy |
8,736
+190
| +2% | +$18K | 0.77% | 36 |
|
|
2022
Q2 | $869K | Buy |
8,546
+4,756
| +125% | +$484K | 0.75% | 33 |
|
|
2022
Q1 | $425K | Buy |
+3,790
| New | +$425K | 0.32% | 69 |
|