WWM
Western Wealth Management’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 | $3.59M | Buy |
26,920
+2,100
| +8% | +$280K | 0.21% | 97 |
|
|
2025
Q1 | $3.2M | Buy |
24,820
+723
| +3% | +$93.2K | 0.21% | 96 |
|
|
2024
Q4 | $3.07M | Buy |
24,097
+3,282
| +16% | +$419K | 0.2% | 99 |
|
|
2024
Q3 | $2.67M | Buy |
20,815
+794
| +4% | +$102K | 0.15% | 133 |
|
|
2024
Q2 | $2.37M | Buy |
20,021
+43
| +0.2% | +$5.1K | 0.18% | 114 |
|
|
2024
Q1 | $2.42M | Sell |
19,978
-2,919
| -13% | -$353K | 0.19% | 114 |
|
|
2023
Q4 | $2.56M | Sell |
22,897
-1,111
| -5% | -$124K | 0.18% | 117 |
|
|
2023
Q3 | $2.48M | Sell |
24,008
-524
| -2% | -$54.1K | 0.21% | 101 |
|
|
2023
Q2 | $2.6M | Sell |
24,532
-1,979
| -7% | -$210K | 0.22% | 98 |
|
|
2023
Q1 | $2.8M | Sell |
26,511
-1,320
| -5% | -$139K | 0.26% | 89 |
|
|
2022
Q4 | $3.01M | Sell |
27,831
-21,577
| -44% | -$2.33M | 0.31% | 75 |
|
|
2022
Q3 | $4.73M | Sell |
49,408
-925
| -2% | -$88.5K | 0.27% | 81 |
|
|
2022
Q2 | $5.13M | Buy |
50,333
+12
| +0% | +$1.22K | 0.29% | 76 |
|
|
2022
Q1 | $5.65M | Buy |
50,321
+26,182
| +108% | +$2.94M | 0.27% | 79 |
|
|
2021
Q4 | $2.71M | Buy |
+24,139
| New | +$2.71M | 0.27% | 85 |
|
|
2021
Q2 | $2.34M | Buy |
22,372
+314
| +1% | +$32.8K | 0.24% | 96 |
|
|
2021
Q1 | $2.23M | Buy |
22,058
+193
| +0.9% | +$19.5K | 0.3% | 75 |
|
|
2020
Q4 | $2M | Buy |
21,865
+230
| +1% | +$21K | 0.29% | 81 |
|
|
2020
Q3 | $1.75M | Sell |
21,635
-451
| -2% | -$36.5K | 0.29% | 87 |
|
|
2020
Q2 | $1.74M | Sell |
22,086
-2,264
| -9% | -$178K | 0.32% | 76 |
|
|
2020
Q1 | $1.72M | Sell |
24,350
-3,370
| -12% | -$238K | 0.39% | 55 |
|
|
2019
Q4 | $2.6M | Buy |
27,720
+2,954
| +12% | +$277K | 0.39% | 54 |
|
|
2019
Q3 | $2.2M | Sell |
24,766
-178
| -0.7% | -$15.8K | 0.46% | 46 |
|
|
2019
Q2 | $2.18M | Sell |
24,944
-721
| -3% | -$62.9K | 0.29% | 73 |
|
|
2019
Q1 | $2.2M | Sell |
25,665
-5,408
| -17% | -$463K | 0.49% | 43 |
|
|
2018
Q4 | $2.43M | Buy |
+31,073
| New | +$2.43M | 0.65% | 28 |
|