Bridgewealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
38,316
+34,453
| +892% | +$4.59M | 1.3% | 23 |
|
|
2025
Q1 | $498K | Sell |
3,863
-26,246
| -87% | -$3.38M | 0.65% | 34 |
|
|
2024
Q4 | $4.03M | Sell |
30,109
-1,026
| -3% | -$137K | 1.14% | 25 |
|
|
2024
Q3 | $3.99M | Buy |
31,135
+1,198
| +4% | +$154K | 1.45% | 25 |
|
|
2024
Q2 | $3.55M | Sell |
29,937
-1,052
| -3% | -$125K | 1.57% | 24 |
|
|
2024
Q1 | $3.75M | Sell |
30,989
-15,387
| -33% | -$1.86M | 1.83% | 20 |
|
|
2023
Q4 | $5.18M | Sell |
46,376
-1,168
| -2% | -$130K | 3.97% | 6 |
|
|
2023
Q3 | $4.91M | Buy |
47,544
+482
| +1% | +$49.8K | 6.03% | 5 |
|
|
2023
Q2 | $4.99M | Buy |
47,062
+1,099
| +2% | +$117K | 8.11% | 3 |
|
|
2023
Q1 | $4.85M | Sell |
45,963
-624
| -1% | -$65.8K | 8.94% | 3 |
|
|
2022
Q4 | $5.04M | Buy |
+46,587
| New | +$5.04M | 9.89% | 3 |
|