Baldwin Wealth Partners’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
Q4 | – | Sell |
-6,218
| Closed | -$797K | – | 1018 |
|
|
2024
Q3 | $797K | Buy |
+6,218
| New | +$797K | 0.05% | 141 |
|
|
2024
Q2 | – | Sell |
-300
| Closed | -$36.3K | – | 826 |
|
|
2024
Q1 | $36.3K | Hold |
300
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $33.5K | Hold |
300
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $31K | Hold |
300
| – | – | ﹤0.01% | 456 |
|
|
2023
Q2 | $31.8K | Hold |
300
| – | – | ﹤0.01% | 478 |
|
|
2023
Q1 | $31.7K | Sell |
300
-142
| -32% | -$15K | ﹤0.01% | 485 |
|
|
2022
Q4 | $47.8K | Buy |
+442
| New | +$47.8K | ﹤0.01% | 419 |
|
|
2021
Q3 | – | Sell |
-7
| Closed | -$1K | – | 675 |
|
|
2021
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 653 |
|