BSW Wealth Partners’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 | $452K | Sell |
3,391
-100
| -3% | -$13.3K | 0.06% | 179 |
|
|
2025
Q1 | $450K | Sell |
3,491
-603
| -15% | -$77.8K | 0.07% | 168 |
|
|
2024
Q4 | $522K | Buy |
4,094
+76
| +2% | +$9.7K | 0.08% | 154 |
|
|
2024
Q3 | $515K | Buy |
4,018
+1,282
| +47% | +$164K | 0.08% | 144 |
|
|
2024
Q2 | $324K | Sell |
2,736
-290
| -10% | -$34.4K | 0.05% | 194 |
|
|
2024
Q1 | $366K | Buy |
+3,026
| New | +$366K | 0.06% | 183 |
|
|
2015
Q3 | – | Sell |
-17,162
| Closed | -$1.16M | – | 68 |
|
|
2015
Q2 | $1.16M | Sell |
17,162
-293
| -2% | -$19.7K | 0.73% | 17 |
|
|
2015
Q1 | $1.19M | Buy |
+17,455
| New | +$1.19M | 0.76% | 14 |
|