WWA
WCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
19,996
-2,390
| -11% | -$319K | 0.17% | 126 |
|
|
2025
Q1 | $2.89M | Buy |
22,386
+2,291
| +11% | +$295K | 0.22% | 110 |
|
|
2024
Q4 | $2.56M | Buy |
20,095
+1,619
| +9% | +$207K | 0.17% | 126 |
|
|
2024
Q3 | $2.37M | Buy |
18,476
+709
| +4% | +$90.9K | 0.16% | 141 |
|
|
2024
Q2 | $2.11M | Buy |
+17,767
| New | +$2.11M | 0.16% | 133 |
|
|
2022
Q4 | – | Sell |
-5,090
| Closed | -$642K | – | 280 |
|
|
2022
Q3 | $642K | Sell |
5,090
-1,229
| -19% | -$155K | 0.08% | 164 |
|
|
2022
Q2 | $643K | Buy |
+6,319
| New | +$643K | 0.09% | 152 |
|