WFAG
Wescott Financial Advisory Group’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 | $437K | Buy |
3,276
+3
| +0.1% | +$400 | 0.04% | 127 |
|
|
2025
Q1 | $422K | Sell |
3,273
-191
| -6% | -$24.6K | 0.04% | 121 |
|
|
2024
Q4 | $442K | Buy |
3,464
+3
| +0.1% | +$383 | 0.05% | 121 |
|
|
2024
Q3 | $444K | Sell |
3,461
-1,629
| -32% | -$209K | 0.05% | 123 |
|
|
2024
Q2 | $604K | Buy |
5,090
+5
| +0.1% | +$593 | 0.07% | 104 |
|
|
2024
Q1 | $615K | Buy |
5,085
+4
| +0.1% | +$484 | 0.08% | 100 |
|
|
2023
Q4 | $567K | Sell |
5,081
-1,140
| -18% | -$127K | 0.08% | 94 |
|
|
2023
Q3 | $643K | Sell |
6,221
-300
| -5% | -$31K | 0.12% | 84 |
|
|
2023
Q2 | $692K | Buy |
6,521
+851
| +15% | +$90.3K | 0.12% | 81 |
|
|
2023
Q1 | $598K | Sell |
5,670
-192
| -3% | -$20.3K | 0.13% | 80 |
|
|
2022
Q4 | $634K | Buy |
5,862
+211
| +4% | +$22.8K | 0.14% | 78 |
|
|
2022
Q3 | $536K | Buy |
5,651
+9
| +0.2% | +$854 | 0.15% | 81 |
|
|
2022
Q2 | $574K | Sell |
5,642
-1,189
| -17% | -$121K | 0.16% | 76 |
|
|
2022
Q1 | $767K | Buy |
+6,831
| New | +$767K | 0.2% | 65 |
|