Berger Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,239
| Closed | -$238K | – | 294 |
|
|
2023
Q2 | $238K | Sell |
2,239
-12
| -0.5% | -$1.27K | 0.03% | 255 |
|
|
2023
Q1 | $238K | Sell |
2,251
-11
| -0.5% | -$1.16K | 0.03% | 244 |
|
|
2022
Q4 | $245K | Buy |
2,262
+19
| +0.8% | +$2.06K | 0.03% | 225 |
|
|
2022
Q3 | $213K | Buy |
2,243
+19
| +0.9% | +$1.8K | 0.03% | 225 |
|
|
2022
Q2 | $226K | Buy |
2,224
+1
| +0% | +$102 | 0.03% | 217 |
|
|
2022
Q1 | $250K | Hold |
2,223
| – | – | 0.03% | 231 |
|
|
2021
Q4 | $249K | Buy |
2,223
+101
| +5% | +$11.3K | 0.03% | 229 |
|
|
2021
Q3 | $219K | Hold |
2,122
| – | – | 0.04% | 196 |
|
|
2021
Q2 | $222K | Buy |
+2,122
| New | +$222K | 0.04% | 191 |
|