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