Baker Tilly 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
Q2 | – | Sell |
-1,769
| Closed | -$214K | – | 413 |
|
|
2024
Q1 | $214K | Sell |
1,769
-1,253
| -41% | -$152K | 0.04% | 400 |
|
|
2023
Q4 | $337K | Buy |
+3,022
| New | +$337K | 0.06% | 370 |
|
|
2022
Q4 | – | Sell |
-2,150
| Closed | -$204K | – | 569 |
|
|
2022
Q3 | $204K | Buy |
+2,150
| New | +$204K | 0.03% | 474 |
|
|
2021
Q4 | – | Sell |
-5,372
| Closed | -$555K | – | 547 |
|
|
2021
Q3 | $555K | Hold |
5,372
| – | – | 0.07% | 292 |
|
|
2021
Q2 | $563K | Buy |
5,372
+375
| +8% | +$39.3K | 0.09% | 253 |
|
|
2021
Q1 | $505K | Buy |
+4,997
| New | +$505K | 0.1% | 240 |
|