WBC
West Branch Capital’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 | $420K | Sell |
3,147
-2,058
| -40% | -$274K | 0.12% | 55 |
|
|
2025
Q1 | $671K | Sell |
5,205
-1,559
| -23% | -$201K | 0.22% | 51 |
|
|
2024
Q4 | $863K | Sell |
6,764
-144
| -2% | -$18.4K | 0.28% | 50 |
|
|
2024
Q3 | $886K | Sell |
6,908
-111
| -2% | -$14.2K | 0.31% | 45 |
|
|
2024
Q2 | $832K | Sell |
7,019
-874
| -11% | -$104K | 0.31% | 43 |
|
|
2024
Q1 | $955K | Buy |
7,893
+33
| +0.4% | +$3.99K | 0.39% | 40 |
|
|
2023
Q4 | $877K | Sell |
7,860
-509
| -6% | -$56.8K | 0.41% | 43 |
|
|
2023
Q3 | $865K | Sell |
8,369
-860
| -9% | -$88.9K | 0.45% | 41 |
|
|
2023
Q2 | $979K | Buy |
9,229
+2
| +0% | +$212 | 0.49% | 38 |
|
|
2023
Q1 | $973K | Sell |
9,227
-222
| -2% | -$23.4K | 0.54% | 39 |
|
|
2022
Q4 | $1.02M | Buy |
9,449
+2
| +0% | +$216 | 0.63% | 37 |
|
|
2022
Q3 | $896K | Sell |
9,447
-168
| -2% | -$15.9K | 0.56% | 41 |
|
|
2022
Q2 | $978K | Sell |
9,615
-81
| -0.8% | -$8.24K | 0.57% | 39 |
|
|
2022
Q1 | $1.09M | Sell |
9,696
-317
| -3% | -$35.6K | 0.52% | 44 |
|
|
2021
Q4 | $1.12M | Sell |
10,013
-680
| -6% | -$76.3K | 0.48% | 45 |
|
|
2021
Q3 | $1.11M | Sell |
10,693
-35
| -0.3% | -$3.62K | 0.53% | 43 |
|
|
2021
Q2 | $1.12M | Sell |
10,728
-197
| -2% | -$20.6K | 0.55% | 43 |
|
|
2021
Q1 | $1.1M | Buy |
10,925
+2,281
| +26% | +$231K | 0.65% | 41 |
|
|
2020
Q4 | $791K | Buy |
8,644
+135
| +2% | +$12.4K | 0.47% | 46 |
|
|
2020
Q3 | $689K | Buy |
8,509
+664
| +8% | +$53.8K | 0.44% | 49 |
|
|
2020
Q2 | $618K | Buy |
+7,845
| New | +$618K | 0.44% | 52 |
|