Centurion Wealth Management’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 | $655K | Buy |
4,914
+289
| +6% | +$38.5K | 0.19% | 94 |
|
|
2025
Q1 | $590K | Hold |
4,625
| – | – | 0.18% | 92 |
|
|
2024
Q4 | $590K | Sell |
4,625
-81
| -2% | -$10.3K | 0.18% | 92 |
|
|
2024
Q3 | $603K | Buy |
+4,706
| New | +$603K | 0.19% | 85 |
|
|
2024
Q1 | $690K | Buy |
5,705
+500
| +10% | +$60.5K | 0.27% | 68 |
|
|
2023
Q4 | $581K | Sell |
5,205
-116
| -2% | -$12.9K | 0.25% | 65 |
|
|
2023
Q3 | $550K | Sell |
5,321
-52
| -1% | -$5.37K | 0.27% | 64 |
|
|
2023
Q2 | $570K | Sell |
5,373
-844
| -14% | -$89.5K | 0.27% | 64 |
|
|
2023
Q1 | $656K | Buy |
6,217
+685
| +12% | +$72.3K | 0.33% | 56 |
|
|
2022
Q4 | $599K | Buy |
+5,532
| New | +$599K | 0.34% | 63 |
|