WIM
Westside Investment 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 | $20.8M | Buy |
156,256
+3,477
| +2% | +$464K | 3.86% | 1 |
|
|
2025
Q1 | $19.7M | Buy |
152,779
+14,630
| +11% | +$1.89M | 4.2% | 1 |
|
|
2024
Q4 | $17.6M | Buy |
138,149
+892
| +0.6% | +$114K | 3.71% | 2 |
|
|
2024
Q3 | $17.5M | Buy |
137,257
+7,998
| +6% | +$1.02M | 3.73% | 2 |
|
|
2024
Q2 | $15.3M | Buy |
129,259
+2,274
| +2% | +$270K | 3.51% | 2 |
|
|
2024
Q1 | $15.4M | Buy |
126,985
+8,480
| +7% | +$1.03M | 3.68% | 2 |
|
|
2023
Q4 | $13.2M | Buy |
118,505
+17,176
| +17% | +$1.92M | 3.38% | 3 |
|
|
2023
Q3 | $10.5M | Buy |
101,329
+5,253
| +5% | +$543K | 3.01% | 4 |
|
|
2023
Q2 | $10.2M | Buy |
96,076
+1,375
| +1% | +$146K | 2.88% | 4 |
|
|
2023
Q1 | $10M | Buy |
94,701
+6,745
| +8% | +$712K | 2.94% | 4 |
|
|
2022
Q4 | $350K | Buy |
87,956
+8,778
| +11% | +$34.9K | 0.86% | 26 |
|
|
2022
Q3 | $404K | Buy |
79,178
+8,944
| +13% | +$45.7K | 0.97% | 21 |
|
|
2022
Q2 | $180K | Buy |
70,234
+10,303
| +17% | +$26.4K | 0.41% | 57 |
|
|
2022
Q1 | $194K | Buy |
59,931
+4,640
| +8% | +$15K | 0.43% | 52 |
|
|
2021
Q4 | $185K | Buy |
55,291
+19
| +0% | +$64 | 0.42% | 58 |
|
|
2021
Q3 | $171K | Buy |
55,272
+162
| +0.3% | +$502 | 0.39% | 59 |
|
|
2021
Q2 | $178K | Buy |
55,110
+2,160
| +4% | +$7K | 0.41% | 55 |
|
|
2021
Q1 | $172K | Buy |
52,950
+9,110
| +21% | +$29.6K | 0.45% | 50 |
|
|
2020
Q4 | $100K | Buy |
43,840
+8,940
| +26% | +$20.4K | 0.27% | 69 |
|
|
2020
Q3 | $27.1K | Buy |
34,900
+5,730
| +20% | +$4.45K | 0.01% | 117 |
|
|
2020
Q2 | $25.9K | Sell |
29,170
-3,550
| -11% | -$3.15K | 0.02% | 98 |
|
|
2020
Q1 | $137K | Buy |
+32,720
| New | +$137K | 0.09% | 33 |
|
|
2019
Q2 | $46.1K | Buy |
+28,130
| New | +$46.1K | 0.1% | 41 |
|
|
2018
Q4 | $2.05M | Buy |
26,220
+8,280
| +46% | +$646K | 0.75% | 20 |
|
|
2018
Q3 | $1.57M | Buy |
17,940
+2,750
| +18% | +$240K | 0.5% | 26 |
|
|
2018
Q2 | $1.26M | Buy |
15,190
+600
| +4% | +$49.8K | 0.44% | 33 |
|
|
2018
Q1 | $1.18M | Buy |
14,590
+570
| +4% | +$46K | 0.65% | 35 |
|
|
2017
Q4 | $1.22M | Buy |
14,020
+850
| +6% | +$74.1K | 0.66% | 33 |
|
|
2017
Q3 | $1.08M | Sell |
13,170
-950
| -7% | -$77.8K | 0.65% | 34 |
|
|
2017
Q2 | $1.1M | Buy |
14,120
+1,001
| +8% | +$78.1K | 0.72% | 31 |
|
|
2017
Q1 | $1.01M | Buy |
13,119
+3,740
| +40% | +$289K | 0.48% | 31 |
|
|
2016
Q4 | $711K | Buy |
+9,379
| New | +$711K | 0.48% | 24 |
|