Altus Wealth 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
Q2 | – | Sell |
-1,738
| Closed | -$210K | – | 149 |
|
|
2024
Q1 | $210K | Sell |
1,738
-1,129
| -39% | -$137K | 0.11% | 130 |
|
|
2023
Q4 | $320K | Buy |
2,867
+10
| +0.4% | +$1.12K | 0.18% | 109 |
|
|
2023
Q3 | $295K | Buy |
2,857
+7
| +0.2% | +$723 | 0.19% | 105 |
|
|
2023
Q2 | $302K | Buy |
2,850
+9
| +0.3% | +$955 | 0.19% | 111 |
|
|
2023
Q1 | $300K | Sell |
2,841
-84
| -3% | -$8.86K | 0.2% | 105 |
|
|
2022
Q4 | $316K | Buy |
2,925
+156
| +6% | +$16.9K | 0.24% | 99 |
|
|
2022
Q3 | $286K | Hold |
2,769
| – | – | 0.28% | 85 |
|
|
2022
Q2 | $286K | Buy |
2,769
+37
| +1% | +$3.82K | 0.28% | 85 |
|
|
2022
Q1 | $307K | Sell |
2,732
-539
| -16% | -$60.6K | 0.25% | 81 |
|
|
2021
Q4 | $367K | Buy |
3,271
+502
| +18% | +$56.3K | 0.3% | 79 |
|
|
2021
Q3 | $286K | Buy |
2,769
+546
| +25% | +$56.4K | 0.28% | 85 |
|
|
2021
Q2 | $233K | Buy |
+2,223
| New | +$233K | 0.23% | 98 |
|
|
2021
Q1 | – | Sell |
-825
| Closed | -$75K | – | 759 |
|
|
2020
Q4 | $75K | Buy |
+825
| New | +$75K | 0.07% | 166 |
|