Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Sell |
7,213
-397
| -5% | -$52.9K | 0.07% | 153 |
|
|
2025
Q1 | $981K | Sell |
7,610
-259
| -3% | -$33.4K | 0.08% | 151 |
|
|
2024
Q4 | $1M | Sell |
7,869
-223
| -3% | -$28.5K | 0.08% | 150 |
|
|
2024
Q3 | $1.04M | Buy |
8,092
+177
| +2% | +$22.7K | 0.08% | 141 |
|
|
2024
Q2 | $939K | Sell |
7,915
-149
| -2% | -$17.7K | 0.08% | 151 |
|
|
2024
Q1 | $976K | Sell |
8,064
-250
| -3% | -$30.2K | 0.08% | 149 |
|
|
2023
Q4 | $928K | Sell |
8,314
-279
| -3% | -$31.1K | 0.08% | 141 |
|
|
2023
Q3 | $888K | Buy |
8,593
+3
| +0% | +$310 | 0.09% | 131 |
|
|
2023
Q2 | $911K | Sell |
8,590
-93
| -1% | -$9.87K | 0.08% | 145 |
|
|
2023
Q1 | $916K | Sell |
8,683
-23
| -0.3% | -$2.43K | 0.09% | 129 |
|
|
2022
Q4 | $942K | Buy |
+8,706
| New | +$942K | 0.09% | 131 |
|