WDG
Wealth Dimensions Group’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 | $19.6M | Buy |
146,688
+3,000
| +2% | +$400K | 4.31% | 7 |
|
|
2025
Q1 | $18.5M | Buy |
143,688
+3,472
| +2% | +$448K | 4.42% | 7 |
|
|
2024
Q4 | $17.9M | Buy |
140,216
+3,106
| +2% | +$396K | 4.38% | 8 |
|
|
2024
Q3 | $17.6M | Buy |
137,110
+5,548
| +4% | +$711K | 4.45% | 8 |
|
|
2024
Q2 | $15.6M | Buy |
131,562
+2,194
| +2% | +$260K | 4.45% | 8 |
|
|
2024
Q1 | $15.7M | Buy |
129,368
+462
| +0.4% | +$55.9K | 4.62% | 8 |
|
|
2023
Q4 | $14.4M | Buy |
128,906
+25,385
| +25% | +$2.83M | 4.56% | 8 |
|
|
2023
Q3 | $10.7M | Buy |
103,521
+7,469
| +8% | +$772K | 3.88% | 9 |
|
|
2023
Q2 | $10.2M | Buy |
96,052
+10,394
| +12% | +$1.1M | 3.71% | 8 |
|
|
2023
Q1 | $9.04M | Buy |
85,658
+6,033
| +8% | +$636K | 3.5% | 8 |
|
|
2022
Q4 | $8.62M | Buy |
79,625
+5,928
| +8% | +$641K | 3.52% | 8 |
|
|
2022
Q3 | $6.99M | Buy |
73,697
+11,713
| +19% | +$1.11M | 3.46% | 9 |
|
|
2022
Q2 | $6.3M | Buy |
61,984
+45,209
| +270% | +$4.6M | 2.99% | 9 |
|
|
2022
Q1 | $1.88M | Buy |
16,775
+318
| +2% | +$35.7K | 0.87% | 21 |
|
|
2021
Q4 | $1.85M | Sell |
16,457
-12
| -0.1% | -$1.35K | 0.9% | 22 |
|
|
2021
Q3 | $1.7M | Buy |
16,469
+1,631
| +11% | +$169K | 1.09% | 20 |
|
|
2021
Q2 | $1.56M | Buy |
14,838
+18
| +0.1% | +$1.89K | 1.05% | 21 |
|
|
2021
Q1 | $1.5M | Sell |
14,820
-219
| -1% | -$22.1K | 1.16% | 19 |
|
|
2020
Q4 | $1.38M | Buy |
+15,039
| New | +$1.38M | 1.19% | 17 |
|