BerganKDV Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $118K | Sell |
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2023
Q1 | $165K | Sell |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $186K | Buy |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $126K | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $143K | Sell |
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|
2021
Q2 | $163K | Hold |
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|
2021
Q1 | $157K | Hold |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $92K | Buy |
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|
2020
Q2 | $1K | Buy |
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|
2020
Q1 | $0 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $108K | Buy |
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