WAG
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Wheelhouse Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wheelhouse Advisory Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,724
Closed -$209K – 42
2024
Q1 		$209K Sell
1,724
-579
-25% -$70.1K 0.16% 35
2023
Q4 		$257K Buy
+2,303
New +$257K 0.22% 31