9258 Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.22M | Sell |
|
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|
2023
Q3 | $1.21M | Sell |
|
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|
2023
Q2 | $1.29M | Sell |
|
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|
2023
Q1 | $1.32M | Hold |
|
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.31M | Sell |
|
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|
2022
Q2 | $1.43M | Hold |
|
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.55M | Buy |
|
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $1.9M | Sell |
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|
2020
Q2 | $2.25M | Sell |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $2.65M | Buy |
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|
2019
Q3 | $841K | Buy |
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|
2019
Q2 | $802K | Sell |
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|
2019
Q1 | $833K | Buy |
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|
2018
Q4 | $758K | Buy |
|