WF
WoodTrust Financial’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 | – | Sell |
-4,272
| Closed | -$551K | – | 171 |
|
|
2025
Q1 | $551K | Buy |
4,272
+123
| +3% | +$15.9K | 0.08% | 110 |
|
|
2024
Q4 | $529K | Hold |
4,149
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $532K | Hold |
4,149
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $492K | Buy |
+4,149
| New | +$492K | 0.08% | 115 |
|
|
2024
Q1 | – | Sell |
-4,149
| Closed | -$463K | – | 196 |
|
|
2023
Q4 | $463K | Buy |
4,149
+484
| +13% | +$54K | 0.08% | 113 |
|
|
2023
Q3 | $379K | Hold |
3,665
| – | – | 0.07% | 115 |
|
|
2023
Q2 | $389K | Sell |
3,665
-278
| -7% | -$29.5K | 0.07% | 113 |
|
|
2023
Q1 | $416K | Sell |
3,943
-1,105
| -22% | -$117K | 0.08% | 108 |
|
|
2022
Q4 | $546K | Sell |
5,048
-124
| -2% | -$13.4K | 0.11% | 94 |
|
|
2022
Q3 | $491K | Sell |
5,172
-40
| -0.8% | -$3.8K | 0.11% | 96 |
|
|
2022
Q2 | $530K | Buy |
5,212
+719
| +16% | +$73.1K | 0.12% | 97 |
|
|
2022
Q1 | $504K | Buy |
4,493
+748
| +20% | +$83.9K | 0.1% | 98 |
|
|
2021
Q4 | $420K | Buy |
3,745
+1,083
| +41% | +$121K | 0.09% | 103 |
|
|
2021
Q3 | $275K | Buy |
+2,662
| New | +$275K | 0.06% | 111 |
|