WTFG
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Wells Trecaso Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wells Trecaso Financial Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$308K Buy
2,311
+225
+11% +$30K 0.1% 78
2025
Q1 		$269K Buy
+2,086
New +$269K 0.09% 81