Beam Wealth Advisors’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 |
-2,862
| Closed | -$346K | – | 159 |
|
|
2024
Q1 | $346K | Buy |
2,862
+13
| +0.5% | +$1.57K | 0.21% | 78 |
|
|
2023
Q4 | $318K | Buy |
2,849
+389
| +16% | +$43.4K | 0.2% | 75 |
|
|
2023
Q3 | $254K | Buy |
2,460
+18
| +0.7% | +$1.86K | 0.18% | 83 |
|
|
2023
Q2 | $259K | Buy |
2,442
+21
| +0.9% | +$2.23K | 0.18% | 86 |
|
|
2023
Q1 | $255K | Buy |
2,421
+17
| +0.7% | +$1.79K | 0.26% | 82 |
|
|
2022
Q4 | $260K | Buy |
2,404
+246
| +11% | +$26.6K | 0.27% | 80 |
|
|
2022
Q3 | $205K | Buy |
2,158
+17
| +0.8% | +$1.62K | 0.23% | 96 |
|
|
2022
Q2 | $218K | Buy |
2,141
+58
| +3% | +$5.91K | 0.24% | 95 |
|
|
2022
Q1 | $234K | Sell |
2,083
-1,192
| -36% | -$134K | 0.27% | 79 |
|
|
2021
Q4 | $367K | Buy |
3,275
+1,246
| +61% | +$140K | 0.42% | 59 |
|
|
2021
Q3 | $210K | Buy |
2,029
+15
| +0.7% | +$1.55K | 0.18% | 134 |
|
|
2021
Q2 | $211K | Buy |
+2,014
| New | +$211K | 0.18% | 127 |
|