Burkett Financial Services’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 | $1.61M | Buy |
12,098
+30
| +0.2% | +$4K | 0.58% | 18 |
|
2025
Q1 | $1.56M | Sell |
12,068
-865
| -7% | -$112K | 0.63% | 16 |
|
2024
Q4 | $1.65M | Buy |
12,933
+45
| +0.3% | +$5.74K | 0.67% | 15 |
|
2024
Q3 | $1.65M | Sell |
12,888
-411
| -3% | -$52.7K | 0.68% | 15 |
|
2024
Q2 | $1.58M | Buy |
13,299
+92
| +0.7% | +$10.9K | 0.81% | 13 |
|
2024
Q1 | $1.6M | Sell |
13,207
-592
| -4% | -$71.6K | 0.82% | 14 |
|
2023
Q4 | $1.54M | Buy |
+13,799
| New | +$1.54M | 0.86% | 12 |
|