Angeles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
7,959
+2,247
| +39% | +$300K | 0.07% | 102 |
|
|
2025
Q1 | $737K | Hold |
5,712
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $729K | Sell |
5,712
-86
| -1% | -$11K | 0.06% | 116 |
|
|
2024
Q3 | $743K | Sell |
5,798
-140
| -2% | -$17.9K | 0.06% | 105 |
|
|
2024
Q2 | $704K | Buy |
5,938
+36
| +0.6% | +$4.27K | 0.07% | 103 |
|
|
2024
Q1 | $714K | Sell |
5,902
-6,218
| -51% | -$752K | 0.07% | 96 |
|
|
2023
Q4 | $1.35M | Hold |
12,120
| – | – | 0.16% | 54 |
|
|
2023
Q3 | $1.25M | Hold |
12,120
| – | – | 0.18% | 48 |
|
|
2023
Q2 | $1.29M | Buy |
12,120
+5
| +0% | +$530 | 0.18% | 58 |
|
|
2023
Q1 | $1.28M | Sell |
12,115
-8
| -0.1% | -$844 | 0.19% | 55 |
|
|
2022
Q4 | $1.31M | Buy |
12,123
+6,630
| +121% | +$717K | 0.23% | 54 |
|
|
2022
Q3 | $521K | Buy |
5,493
+34
| +0.6% | +$3.23K | 0.1% | 94 |
|
|
2022
Q2 | $555K | Hold |
5,459
| – | – | 0.11% | 97 |
|
|
2022
Q1 | $613K | Buy |
+5,459
| New | +$613K | 0.12% | 97 |
|