WA
Waverly Advisors’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 | $45.2M | Buy |
339,085
+4,558
| +1% | +$608K | 0.5% | 41 |
|
|
2025
Q1 | $43.1M | Buy |
334,527
+8,041
| +2% | +$1.04M | 0.53% | 41 |
|
|
2024
Q4 | $41.7M | Buy |
326,486
+6,507
| +2% | +$830K | 0.64% | 28 |
|
|
2024
Q3 | $41M | Buy |
319,979
+8,975
| +3% | +$1.15M | 0.76% | 25 |
|
|
2024
Q2 | $36.9M | Buy |
311,004
+12,330
| +4% | +$1.46M | 0.72% | 26 |
|
|
2024
Q1 | $36.1M | Buy |
298,674
+88,546
| +42% | +$10.7M | 0.85% | 24 |
|
|
2023
Q4 | $23.5M | Buy |
210,128
+108,735
| +107% | +$12.1M | 0.88% | 22 |
|
|
2023
Q3 | $10.5M | Buy |
101,393
+23,277
| +30% | +$2.4M | 0.46% | 40 |
|
|
2023
Q2 | $8.29M | Buy |
78,116
+75,726
| +3,168% | +$8.03M | 0.36% | 50 |
|
|
2023
Q1 | $252K | Hold |
2,390
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $259K | Buy |
+2,390
| New | +$259K | 0.01% | 233 |
|
|
2014
Q2 | – | Sell |
-338
| Closed | -$21K | – | 761 |
|
|
2014
Q1 | $21K | Sell |
338
-662
| -66% | -$41.1K | 0.01% | 312 |
|
|
2013
Q4 | $62K | Buy |
+1,000
| New | +$62K | 0.02% | 301 |
|