CIC Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,136
| Closed | -$1.13M | – | 169 |
|
2023
Q4 | $1.13M | Sell |
10,136
-1,543
| -13% | -$172K | 0.36% | 59 |
|
2023
Q3 | $1.21M | Sell |
11,679
-376
| -3% | -$38.8K | 0.43% | 53 |
|
2023
Q2 | $1.28M | Sell |
12,055
-3,347
| -22% | -$355K | 0.44% | 51 |
|
2023
Q1 | $1.62M | Buy |
15,402
+952
| +7% | +$100K | 0.61% | 41 |
|
2022
Q4 | $1.56M | Buy |
+14,450
| New | +$1.56M | 0.65% | 40 |
|