WOSD
WFA of San Diego’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 | $103K | Buy |
+775
| New | +$103K | 0.08% | 132 |
|
|
2024
Q3 | $99.4K | Hold |
775
| – | – | 0.08% | 127 |
|
|
2024
Q2 | $91.9K | Buy |
+775
| New | +$91.9K | 0.08% | 127 |
|
|
2023
Q3 | $87.3K | Hold |
845
| – | – | 0.09% | 126 |
|
|
2023
Q2 | $89.6K | Buy |
+845
| New | +$89.6K | 0.09% | 124 |
|
|
2023
Q1 | – | Sell |
-1,096
| Closed | -$119K | – | 428 |
|
|
2022
Q4 | $119K | Buy |
+1,096
| New | +$119K | 0.09% | 127 |
|
|
2022
Q3 | – | Sell |
-1,114
| Closed | -$113K | – | 394 |
|
|
2022
Q2 | $113K | Buy |
+1,114
| New | +$113K | 0.1% | 109 |
|
|
2022
Q1 | – | Sell |
-1,725
| Closed | -$193K | – | 165 |
|
|
2021
Q4 | $193K | Hold |
1,725
| – | – | 0.11% | 116 |
|
|
2021
Q3 | $178K | Buy |
+1,725
| New | +$178K | 0.12% | 108 |
|
|
2021
Q2 | – | Sell |
-2,050
| Closed | -$207K | – | 94 |
|
|
2021
Q1 | $207K | Buy |
+2,050
| New | +$207K | 0.17% | 86 |
|
|
2020
Q3 | – | Sell |
-4,050
| Closed | -$382K | – | 243 |
|
|
2020
Q2 | $382K | Buy |
+4,050
| New | +$382K | 0.09% | 186 |
|