Alpha Financial Partners’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
Q4 | – | Sell |
-3,647
| Closed | -$468K | – | 162 |
|
|
2024
Q3 | $468K | Buy |
+3,647
| New | +$468K | 0.33% | 56 |
|
|
2024
Q1 | – | Sell |
-2,073
| Closed | -$231K | – | 87 |
|
|
2023
Q4 | $231K | Hold |
2,073
| – | – | 0.23% | 64 |
|
|
2023
Q3 | $214K | Sell |
2,073
-694
| -25% | -$71.7K | 0.25% | 78 |
|
|
2023
Q2 | $294K | Buy |
+2,767
| New | +$294K | 0.31% | 68 |
|