WMP
Wealth Management Partners’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 | $4.1M | Buy |
30,412
+113
| +0.4% | +$15.2K | 1.45% | 12 |
|
|
2025
Q1 | $3.91M | Sell |
30,299
-593
| -2% | -$76.5K | 1.81% | 12 |
|
|
2024
Q4 | $3.94M | Sell |
30,892
-1,721
| -5% | -$220K | 1.7% | 12 |
|
|
2024
Q3 | $4.18M | Sell |
32,613
-1,315
| -4% | -$169K | 1.94% | 11 |
|
|
2024
Q2 | $4.02M | Sell |
33,928
-853
| -2% | -$101K | 1.96% | 11 |
|
|
2024
Q1 | $4.21M | Sell |
34,781
-3,378
| -9% | -$409K | 2.14% | 11 |
|
|
2023
Q4 | $4.26M | Sell |
38,159
-451
| -1% | -$50.3K | 2.38% | 11 |
|
|
2023
Q3 | $3.99M | Buy |
38,610
+1,196
| +3% | +$124K | 2.49% | 10 |
|
|
2023
Q2 | $3.97M | Sell |
37,414
-1,940
| -5% | -$206K | 2.49% | 10 |
|
|
2023
Q1 | $4.15M | Sell |
39,354
-2,646
| -6% | -$279K | 2.9% | 10 |
|
|
2022
Q4 | $4.51M | Buy |
42,000
+1,000
| +2% | +$107K | 3.76% | 7 |
|
|
2022
Q3 | $3.99M | Buy |
41,000
+1,000
| +3% | +$97.4K | 3.51% | 7 |
|
|
2022
Q2 | $4.33M | Sell |
40,000
-5,000
| -11% | -$542K | 3.79% | 7 |
|
|
2022
Q1 | $5.02M | Buy |
45,000
+1,000
| +2% | +$112K | 3.58% | 8 |
|
|
2021
Q4 | $4.98M | Sell |
44,000
-645
| -1% | -$73K | 3.42% | 9 |
|
|
2021
Q3 | $4.61M | Buy |
44,645
+81
| +0.2% | +$8.37K | 3.42% | 8 |
|
|
2021
Q2 | $4.67M | Buy |
44,564
+7,039
| +19% | +$737K | 3.25% | 9 |
|
|
2021
Q1 | $3.84M | Sell |
37,525
-2,649
| -7% | -$271K | 2.86% | 9 |
|
|
2020
Q4 | $3.78M | Buy |
+40,174
| New | +$3.78M | 2.96% | 9 |
|