Authentikos Wealth Advisory’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
Q1 | – | Sell |
-3,036
| Closed | -$387K | – | 98 |
|
2024
Q4 | $387K | Sell |
3,036
-537
| -15% | -$68.5K | 0.38% | 52 |
|
2024
Q3 | $458K | Buy |
3,573
+263
| +8% | +$33.7K | 0.44% | 50 |
|
2024
Q2 | $393K | Sell |
3,310
-34
| -1% | -$4.03K | 0.38% | 31 |
|
2024
Q1 | $405K | Sell |
3,344
-37
| -1% | -$4.48K | 0.41% | 46 |
|
2023
Q4 | $377K | Sell |
3,381
-520
| -13% | -$58K | 0.4% | 46 |
|
2023
Q3 | $403K | Sell |
3,901
-185
| -5% | -$19.1K | 0.39% | 46 |
|
2023
Q2 | $433K | Sell |
4,086
-24
| -0.6% | -$2.55K | 0.41% | 46 |
|
2023
Q1 | $445K | Buy |
+4,110
| New | +$445K | 0.45% | 42 |
|