AFS Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,750
| Closed | -$642K | – | 55 |
|
|
2023
Q4 | $642K | Sell |
5,750
-8,547
| -60% | -$954K | 0.6% | 25 |
|
|
2023
Q3 | $1.48M | Sell |
14,297
-552
| -4% | -$57K | 1.01% | 24 |
|
|
2023
Q2 | $1.58M | Sell |
14,849
-541
| -4% | -$57.4K | 1.02% | 24 |
|
|
2023
Q1 | $1.62M | Sell |
15,390
-841
| -5% | -$88.7K | 1.08% | 20 |
|
|
2022
Q4 | $1.76M | Buy |
+16,231
| New | +$1.76M | 1.25% | 16 |
|