Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $822K | Buy |
8,078
+172
| +2% | +$17.5K | 0.06% | 181 |
|
|
2022
Q1 | $887K | Sell |
7,906
-20
| -0.3% | -$2.24K | 0.06% | 174 |
|
|
2021
Q4 | $889K | Sell |
7,926
-927
| -10% | -$104K | 0.06% | 168 |
|
|
2021
Q3 | $915K | Buy |
8,853
+355
| +4% | +$36.7K | 0.07% | 148 |
|
|
2021
Q2 | $890K | Sell |
8,498
-260
| -3% | -$27.2K | 0.07% | 140 |
|
|
2021
Q1 | $885K | Sell |
8,758
-249
| -3% | -$25.2K | 0.07% | 125 |
|
|
2020
Q4 | $824K | Sell |
9,007
-824
| -8% | -$75.4K | 0.07% | 119 |
|
|
2020
Q3 | $796K | Buy |
9,831
+286
| +3% | +$23.2K | 0.08% | 110 |
|
|
2020
Q2 | $752K | Buy |
+9,545
| New | +$752K | 0.08% | 113 |
|
|
2020
Q1 | – | Sell |
-2,510
| Closed | -$235K | – | 364 |
|
|
2019
Q4 | $235K | Hold |
2,510
| – | – | 0.03% | 248 |
|
|
2019
Q3 | $223K | Sell |
2,510
-288
| -10% | -$25.6K | 0.03% | 253 |
|
|
2019
Q2 | $244K | Sell |
2,798
-4,049
| -59% | -$353K | 0.04% | 237 |
|
|
2019
Q1 | $587K | Sell |
6,847
-1,460
| -18% | -$125K | 0.09% | 144 |
|
|
2018
Q4 | $648K | Sell |
8,307
-5,319
| -39% | -$415K | 0.12% | 119 |
|
|
2018
Q3 | $1.19M | Sell |
13,626
-8,718
| -39% | -$759K | 0.23% | 71 |
|
|
2018
Q2 | $1.86M | Sell |
22,344
-17,595
| -44% | -$1.46M | 0.5% | 39 |
|
|
2018
Q1 | $3.29M | Sell |
39,939
-682
| -2% | -$56.2K | 1.3% | 17 |
|
|
2017
Q4 | $3.48M | Buy |
+40,621
| New | +$3.48M | 1.59% | 12 |
|