WFA
Wellspring Financial Advisors’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 | $64M | Buy |
2,787,908
+15,677
| +0.6% | +$360K | 6.43% | 2 |
|
|
2025
Q1 | $61.2M | Sell |
2,772,231
-196,753
| -7% | -$4.34M | 6.81% | 2 |
|
|
2024
Q4 | $60.9M | Buy |
2,968,984
+672,757
| +29% | +$13.8M | 6.36% | 3 |
|
|
2024
Q3 | $45.7M | Buy |
2,296,227
+185,309
| +9% | +$3.69M | 5.45% | 4 |
|
|
2024
Q2 | $41.2M | Buy |
2,110,918
+8,802
| +0.4% | +$172K | 5.6% | 3 |
|
|
2024
Q1 | $40.9M | Buy |
2,102,116
+248,559
| +13% | +$4.84M | 6.47% | 3 |
|
|
2023
Q4 | $10.1M | Buy |
1,853,557
+9,623
| +0.5% | +$52.7K | 2.53% | 12 |
|
|
2023
Q3 | $8.53M | Sell |
1,843,934
-33
| -0% | -$153 | 2.5% | 11 |
|
|
2023
Q2 | $8.72M | Sell |
1,843,967
-8,661
| -0.5% | -$40.9K | 2.47% | 11 |
|
|
2023
Q1 | $9.59M | Sell |
1,852,628
-818
| -0% | -$4.24K | 2.85% | 10 |
|
|
2022
Q4 | $9.88M | Buy |
1,853,446
+2,741
| +0.1% | +$14.6K | 3.29% | 9 |
|
|
2022
Q3 | $8.63M | Buy |
1,850,705
+549
| +0% | +$2.56K | 3.19% | 8 |
|
|
2022
Q2 | $9.06M | Sell |
1,850,156
-7,572
| -0.4% | -$37.1K | 3.16% | 8 |
|
|
2022
Q1 | $10.7M | Buy |
1,857,728
+3,806
| +0.2% | +$21.8K | 3.14% | 9 |
|
|
2021
Q4 | $10.2M | Buy |
1,853,922
+81,985
| +5% | +$452K | 2.85% | 11 |
|
|
2021
Q3 | $9.29M | Buy |
1,771,937
+1,700,648
| +2,386% | +$8.92M | 2.8% | 10 |
|
|
2021
Q2 | $7.48M | Buy |
71,289
+40,743
| +133% | +$4.27M | 2.35% | 15 |
|
|
2021
Q1 | $2.17M | Sell |
30,546
-9,260
| -23% | -$658K | 1.05% | 19 |
|
|
2020
Q4 | $3.65M | Buy |
39,806
+1,262
| +3% | +$116K | 1.27% | 20 |
|
|
2020
Q3 | $3.13M | Sell |
38,544
-331
| -0.9% | -$26.9K | 1.23% | 18 |
|
|
2020
Q2 | $3.07M | Buy |
38,875
+8,329
| +27% | +$658K | 1.27% | 18 |
|
|
2020
Q1 | $2.17M | Buy |
+30,546
| New | +$2.17M | 1.05% | 19 |
|