WAM
WealthTrust Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,868
| Closed | -$310K | – | 82 |
|
|
2022
Q4 | $310K | Sell |
2,868
-189
| -6% | -$20.5K | 0.3% | 46 |
|
|
2022
Q3 | $290K | Buy |
3,057
+729
| +31% | +$69.2K | 0.31% | 45 |
|
|
2022
Q2 | $237K | Sell |
2,328
-77
| -3% | -$7.84K | 0.22% | 63 |
|
|
2022
Q1 | $270K | Buy |
+2,405
| New | +$270K | 0.19% | 64 |
|
|
2021
Q3 | – | Sell |
-21,646
| Closed | -$2.27M | – | 80 |
|
|
2021
Q2 | $2.27M | Buy |
+21,646
| New | +$2.27M | 1.97% | 26 |
|