WLPWM
Walled Lake Planning & 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 | – | Sell |
-55,240
| Closed | -$7.12M | – | 146 |
|
|
2025
Q1 | $7.12M | Sell |
55,240
-505
| -0.9% | -$65.1K | 2.53% | 9 |
|
|
2024
Q4 | $7.11M | Buy |
55,745
+713
| +1% | +$91K | 2.65% | 12 |
|
|
2024
Q3 | $7.06M | Buy |
55,032
+293
| +0.5% | +$37.6K | 2.65% | 12 |
|
|
2024
Q2 | $6.49M | Sell |
54,739
-1,754
| -3% | -$208K | 2.65% | 10 |
|
|
2024
Q1 | $6.84M | Sell |
56,493
-761
| -1% | -$92.1K | 2.81% | 13 |
|
|
2023
Q4 | $6.39M | Buy |
57,254
+507
| +0.9% | +$56.6K | 2.97% | 14 |
|
|
2023
Q3 | $5.86M | Buy |
56,747
+1,939
| +4% | +$200K | 2.94% | 13 |
|
|
2023
Q2 | $5.81M | Buy |
54,808
+1,305
| +2% | +$138K | 2.83% | 15 |
|
|
2023
Q1 | $5.64M | Buy |
53,503
+11,385
| +27% | +$1.2M | 2.96% | 13 |
|
|
2022
Q4 | $4.56M | Sell |
42,118
-789
| -2% | -$85.4K | 3.11% | 16 |
|
|
2022
Q3 | $4.07M | Buy |
42,907
+492
| +1% | +$46.7K | 2.84% | 14 |
|
|
2022
Q2 | $4.31M | Sell |
42,415
-36,449
| -46% | -$3.71M | 2.97% | 15 |
|
|
2022
Q1 | $8.85M | Buy |
78,864
+16,342
| +26% | +$1.83M | 5.27% | 2 |
|
|
2021
Q4 | $7.01M | Sell |
62,522
-481
| -0.8% | -$53.9K | 4.06% | 5 |
|
|
2021
Q3 | $6.51M | Sell |
63,003
-9,732
| -13% | -$1.01M | 4.01% | 3 |
|
|
2021
Q2 | $7.62M | Buy |
72,735
+1,320
| +2% | +$138K | 4.96% | 2 |
|
|
2021
Q1 | $7.22M | Buy |
71,415
+710
| +1% | +$71.8K | 5.01% | 2 |
|
|
2020
Q4 | $6.47M | Buy |
70,705
+1,926
| +3% | +$176K | 4.91% | 2 |
|
|
2020
Q3 | $5.57M | Buy |
68,779
+2,573
| +4% | +$208K | 4.51% | 2 |
|
|
2020
Q2 | $5.22M | Sell |
66,206
-2,409
| -4% | -$190K | 4.37% | 5 |
|
|
2020
Q1 | $4.86M | Buy |
68,615
+454
| +0.7% | +$32.1K | 4.44% | 3 |
|
|
2019
Q4 | $6.39M | Buy |
+68,161
| New | +$6.39M | 4.61% | 1 |
|