WMA
Wealth Management Associates’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 | $5.74M | Buy |
43,050
+2
| +0% | +$267 | 2.23% | 9 |
|
|
2025
Q1 | $5.55M | Sell |
43,048
-630
| -1% | -$81.2K | 2.38% | 9 |
|
|
2024
Q4 | $5.57M | Buy |
43,678
+297
| +0.7% | +$37.9K | 2.38% | 8 |
|
|
2024
Q3 | $5.56M | Buy |
43,381
+20
| +0% | +$2.56K | 2.45% | 8 |
|
|
2024
Q2 | $5.14M | Hold |
43,361
| – | – | 2.41% | 8 |
|
|
2024
Q1 | $5.14M | Sell |
43,361
-434
| -1% | -$51.5K | 2.41% | 8 |
|
|
2023
Q4 | $4.89M | Sell |
43,795
-297
| -0.7% | -$33.2K | 2.58% | 6 |
|
|
2023
Q3 | $4.56M | Buy |
44,092
+929
| +2% | +$96K | 2.66% | 6 |
|
|
2023
Q2 | $4.58M | Sell |
43,163
-3,979
| -8% | -$422K | 2.59% | 6 |
|
|
2023
Q1 | $4.97M | Buy |
47,142
+715
| +2% | +$75.4K | 3.07% | 5 |
|
|
2022
Q4 | $5.02M | Buy |
46,427
+1,366
| +3% | +$148K | 3.35% | 4 |
|
|
2022
Q3 | $4.28M | Sell |
45,061
-235
| -0.5% | -$22.3K | 3.01% | 5 |
|
|
2022
Q2 | $4.61M | Sell |
45,296
-1,069
| -2% | -$109K | 3.14% | 5 |
|
|
2022
Q1 | $5.2M | Sell |
46,365
-1,430
| -3% | -$161K | 2.95% | 5 |
|
|
2021
Q4 | $5.36M | Buy |
47,795
+1,603
| +3% | +$180K | 2.88% | 5 |
|
|
2021
Q3 | $4.77M | Buy |
46,192
+220
| +0.5% | +$22.7K | 2.79% | 6 |
|
|
2021
Q2 | $4.82M | Buy |
45,972
+1,757
| +4% | +$184K | 2.73% | 6 |
|
|
2021
Q1 | $4.47M | Buy |
44,215
+16
| +0% | +$1.62K | 2.84% | 8 |
|
|
2020
Q4 | $4.04M | Sell |
44,199
-270
| -0.6% | -$24.7K | 2.66% | 8 |
|
|
2020
Q3 | $3.6M | Buy |
44,469
+822
| +2% | +$66.5K | 2.78% | 7 |
|
|
2020
Q2 | $3.44M | Buy |
43,647
+818
| +2% | +$64.4K | 2.9% | 7 |
|
|
2020
Q1 | $3.03M | Buy |
42,829
+815
| +2% | +$57.7K | 3.06% | 7 |
|
|
2019
Q4 | $3.94M | Sell |
42,014
-873
| -2% | -$81.8K | 2.82% | 6 |
|
|
2019
Q3 | $3.81M | Buy |
42,887
+1,095
| +3% | +$97.2K | 3.06% | 5 |
|
|
2019
Q2 | $3.65M | Buy |
41,792
+986
| +2% | +$86.2K | 3.64% | 5 |
|
|
2019
Q1 | $3.5M | Sell |
40,806
-11
| -0% | -$942 | 3.81% | 5 |
|
|
2018
Q4 | $3.18M | Buy |
+40,817
| New | +$3.18M | 4.29% | 4 |
|