49 Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,659
| Closed | -$212K | – | 207 |
|
|
2024
Q4 | $212K | Sell |
1,659
-2,008
| -55% | -$256K | 0.03% | 153 |
|
|
2024
Q3 | $470K | Sell |
3,667
-2,110
| -37% | -$271K | 0.08% | 86 |
|
|
2024
Q2 | $684K | Sell |
5,777
-284
| -5% | -$33.6K | 0.13% | 66 |
|
|
2024
Q1 | $730K | Sell |
6,061
-152
| -2% | -$18.3K | 0.16% | 44 |
|
|
2023
Q4 | $694K | Buy |
+6,213
| New | +$694K | 0.18% | 44 |
|