Brightwater Advisory’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 | $361K | Buy |
2,706
+16
| +0.6% | +$2.13K | 0.26% | 50 |
|
|
2025
Q1 | $347K | Sell |
2,690
-733
| -21% | -$94.5K | 0.27% | 47 |
|
|
2024
Q4 | $437K | Sell |
3,423
-957
| -22% | -$122K | 0.34% | 45 |
|
|
2024
Q3 | $562K | Sell |
4,380
-301
| -6% | -$38.6K | 0.41% | 41 |
|
|
2024
Q2 | $555K | Sell |
4,681
-3,294
| -41% | -$391K | 0.43% | 40 |
|
|
2024
Q1 | $965K | Sell |
7,975
-44
| -0.5% | -$5.32K | 0.77% | 29 |
|
|
2023
Q4 | $895K | Buy |
+8,019
| New | +$895K | 0.76% | 28 |
|