Clarity Wealth Advisors’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 | $380K | Hold |
2,848
| – | – | 0.09% | 75 |
|
|
2025
Q1 | $367K | Sell |
2,848
-40
| -1% | -$5.16K | 0.1% | 70 |
|
|
2024
Q4 | $368K | Sell |
2,888
-5
| -0.2% | -$638 | 0.1% | 69 |
|
|
2024
Q3 | $371K | Hold |
2,893
| – | – | 0.11% | 69 |
|
|
2024
Q2 | $343K | Sell |
2,893
-459
| -14% | -$54.4K | 0.11% | 70 |
|
|
2024
Q1 | $406K | Sell |
3,352
-148
| -4% | -$17.9K | 0.14% | 61 |
|
|
2023
Q4 | $391K | Buy |
3,500
+8
| +0.2% | +$893 | 0.15% | 61 |
|
|
2023
Q3 | $361K | Buy |
3,492
+213
| +6% | +$22K | 0.16% | 54 |
|
|
2023
Q2 | $348K | Buy |
3,279
+129
| +4% | +$13.7K | 0.16% | 57 |
|
|
2023
Q1 | $332K | Buy |
3,150
+832
| +36% | +$87.8K | 0.17% | 52 |
|
|
2022
Q4 | $251K | Buy |
2,318
+159
| +7% | +$17.2K | 0.14% | 54 |
|
|
2022
Q3 | $204K | Sell |
2,159
-83
| -4% | -$7.84K | 0.12% | 61 |
|
|
2022
Q2 | $228K | Buy |
+2,242
| New | +$228K | 0.13% | 61 |
|
|
2020
Q3 | – | Sell |
-24,179
| Closed | -$1.9M | – | 64 |
|
|
2020
Q2 | $1.9M | Sell |
24,179
-36,092
| -60% | -$2.84M | 1.5% | 22 |
|
|
2020
Q1 | $4.26M | Buy |
60,271
+211
| +0.4% | +$14.9K | 4.44% | 6 |
|
|
2019
Q4 | $5.63M | Buy |
+60,060
| New | +$5.63M | 4.73% | 6 |
|