BAM
Baldrige Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $203K | Buy |
1,923
+1,142
| +146% | +$121K | 0.08% | 113 |
|
|
2022
Q4 | $85K | Hold |
781
| – | – | 0.04% | 149 |
|
|
2022
Q3 | $74K | Hold |
781
| – | – | 0.04% | 148 |
|
|
2022
Q2 | $79K | Hold |
781
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $88K | Hold |
781
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $88K | Hold |
781
| – | – | 0.03% | 139 |
|
|
2021
Q3 | $81K | Sell |
781
-47
| -6% | -$4.88K | 0.03% | 140 |
|
|
2021
Q2 | $87K | Buy |
+828
| New | +$87K | 0.04% | 138 |
|