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 |
|