Archvest Wealth Advisors’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
Q3
Sell
-2,709
Closed -$276K 43
2022
Q2
$276K Sell
2,709
-447
-14% -$45.5K 0.27% 32
2022
Q1
$354K Hold
3,156
0.32% 30
2021
Q4
$354K Buy
+3,156
New +$354K 0.31% 32