Bernardo Wealth Planning’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 | $13.2M | Buy |
99,277
+2,085
| +2% | +$278K | 2.87% | 10 |
|
|
2025
Q1 | $12.5M | Buy |
97,192
+1,533
| +2% | +$198K | 3% | 10 |
|
|
2024
Q4 | $12.1M | Sell |
95,659
-19,763
| -17% | -$2.49M | 2.89% | 11 |
|
|
2024
Q3 | $15.2M | Buy |
115,422
+267
| +0.2% | +$35.1K | 3.68% | 8 |
|
|
2024
Q2 | $13.7M | Buy |
115,155
+4,182
| +4% | +$496K | 3.67% | 9 |
|
|
2024
Q1 | $13.4M | Buy |
110,973
+9,841
| +10% | +$1.19M | 3.73% | 8 |
|
|
2023
Q4 | $11.3M | Buy |
101,132
+36,010
| +55% | +$4.02M | 3.56% | 8 |
|
|
2023
Q3 | $6.73M | Buy |
65,122
+3,721
| +6% | +$384K | 2.66% | 12 |
|
|
2023
Q2 | $6.51M | Buy |
61,401
+2,774
| +5% | +$294K | 2.59% | 13 |
|
|
2023
Q1 | $6.19M | Buy |
58,627
+3,177
| +6% | +$335K | 2.66% | 13 |
|
|
2022
Q4 | $6M | Buy |
55,450
+6,269
| +13% | +$678K | 2.81% | 12 |
|
|
2022
Q3 | $4.99M | Buy |
+49,181
| New | +$4.99M | 2.82% | 12 |
|
|
2019
Q2 | – | Sell |
-13,014
| Closed | -$1.12M | – | 156 |
|
|
2019
Q1 | $1.12M | Hold |
13,014
| – | – | 0.88% | 29 |
|
|
2018
Q4 | $1.02M | Buy |
+13,014
| New | +$1.02M | 0.9% | 27 |
|