Aspire 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
2024
Q3
$486K Buy
3,791
+26
+0.7% +$3.33K 0.26% 63
2024
Q2
$447K Buy
3,765
+32
+0.9% +$3.8K 0.26% 64
2024
Q1
$452K Sell
3,733
-64
-2% -$7.74K 0.27% 60
2023
Q4
$424K Hold
3,797
0.29% 60
2023
Q3
$392K Hold
3,797
0.3% 56
2023
Q2
$403K Hold
3,797
0.3% 60
2023
Q1
$401K Hold
3,797
0.33% 60
2022
Q4
$411K Hold
3,797
0.36% 49
2022
Q3
$360K Hold
3,797
0.34% 52
2022
Q2
$386K Hold
3,797
0.36% 52
2022
Q1
$426K Buy
3,797
+2
+0.1% +$224 0.34% 51
2021
Q4
$425K Buy
+3,795
New +$425K 0.34% 50