WP
WealthSpring Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $962K | Buy |
9,308
+150
| +2% | +$15.5K | 0.72% | 22 |
|
|
2023
Q2 | $971K | Sell |
9,158
-716
| -7% | -$75.9K | 0.7% | 23 |
|
|
2023
Q1 | $1.04M | Buy |
9,874
+290
| +3% | +$30.6K | 0.81% | 19 |
|
|
2022
Q4 | $1.04M | Buy |
9,584
+1,086
| +13% | +$118K | 0.81% | 20 |
|
|
2022
Q3 | $806K | Buy |
+8,498
| New | +$806K | 0.71% | 21 |
|