YWS
Yarger Wealth Strategies’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 | $7.26M | Sell |
54,427
-589
| -1% | -$78.5K | 3.79% | 6 |
|
|
2025
Q1 | $7.09M | Buy |
55,016
+549
| +1% | +$70.8K | 4.14% | 6 |
|
|
2024
Q4 | $6.95M | Sell |
54,467
-19,814
| -27% | -$2.53M | 4.01% | 6 |
|
|
2024
Q3 | $9.52M | Buy |
74,281
+3,076
| +4% | +$394K | 5.27% | 3 |
|
|
2024
Q2 | $8.44M | Buy |
71,205
+4,532
| +7% | +$537K | 5.08% | 3 |
|
|
2024
Q1 | $8.07M | Buy |
66,673
+55,774
| +512% | +$6.75M | 5.49% | 3 |
|
|
2023
Q4 | $1.22M | Sell |
10,899
-2,771
| -20% | -$309K | 0.98% | 24 |
|
|
2023
Q3 | $1.41M | Sell |
13,670
-293
| -2% | -$30.3K | 1.2% | 22 |
|
|
2023
Q2 | $1.48M | Sell |
13,963
-5,322
| -28% | -$565K | 1.33% | 21 |
|
|
2023
Q1 | $2.03M | Sell |
19,285
-3,184
| -14% | -$336K | 2.23% | 16 |
|
|
2022
Q4 | $2.43M | Sell |
22,469
-47
| -0.2% | -$5.09K | 3.01% | 12 |
|
|
2022
Q3 | $2.14M | Buy |
22,516
+14,046
| +166% | +$1.33M | 2.83% | 14 |
|
|
2022
Q2 | $868K | Buy |
8,470
+1,283
| +18% | +$131K | 1.12% | 19 |
|
|
2022
Q1 | $807K | Buy |
7,187
+674
| +10% | +$75.7K | 1.05% | 22 |
|
|
2021
Q4 | $730K | Buy |
+6,513
| New | +$730K | 0.79% | 29 |
|