WE
Wealth Effects’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 | $515K | Sell |
3,863
-508
| -12% | -$67.7K | 0.19% | 98 |
|
|
2025
Q1 | $564K | Buy |
4,371
+370
| +9% | +$47.7K | 0.24% | 85 |
|
|
2024
Q4 | $510K | Sell |
4,001
-203
| -5% | -$25.9K | 0.18% | 109 |
|
|
2024
Q3 | $539K | Buy |
4,204
+168
| +4% | +$21.5K | 0.19% | 101 |
|
|
2024
Q2 | $479K | Buy |
4,036
+415
| +11% | +$49.2K | 0.17% | 108 |
|
|
2024
Q1 | $438K | Buy |
3,621
+221
| +7% | +$26.7K | 0.16% | 119 |
|
|
2023
Q4 | $380K | Buy |
3,400
+298
| +10% | +$33.3K | 0.14% | 135 |
|
|
2023
Q3 | $320K | Buy |
3,102
+135
| +5% | +$13.9K | 0.16% | 126 |
|
|
2023
Q2 | $315K | Buy |
2,967
+512
| +21% | +$54.3K | 0.14% | 130 |
|
|
2023
Q1 | $259K | Buy |
+2,455
| New | +$259K | 0.13% | 149 |
|