Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
956
| – | – | 0.01% | 161 |
|
|
2025
Q1 | $123K | Hold |
956
| – | – | 0.01% | 148 |
|
|
2024
Q4 | $122K | Hold |
956
| – | – | 0.01% | 154 |
|
|
2024
Q3 | $123K | Buy |
956
+180
| +23% | +$23.1K | 0.01% | 157 |
|
|
2024
Q2 | $92K | Buy |
+776
| New | +$92K | 0.01% | 170 |
|
|
2024
Q1 | – | Sell |
-125
| Closed | -$14K | – | 658 |
|
|
2023
Q4 | $14K | Buy |
+125
| New | +$14K | ﹤0.01% | 302 |
|
|
2023
Q3 | – | Sell |
-457
| Closed | -$48.5K | – | 497 |
|
|
2023
Q2 | $48.5K | Hold |
457
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $48.2K | Hold |
457
| – | – | 0.01% | 171 |
|
|
2022
Q4 | $49.5K | Hold |
457
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $43K | Buy |
+457
| New | +$43K | 0.01% | 172 |
|