Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17.6M | Sell |
167,160
-43,381
| -21% | -$4.58M | 9.89% | 2 |
|
|
2022
Q4 | $22.8M | Sell |
210,541
-1,462
| -0.7% | -$158K | 12.1% | 1 |
|
|
2022
Q3 | $20.1M | Sell |
212,003
-31,495
| -13% | -$2.99M | 9.86% | 3 |
|
|
2022
Q2 | $24.8M | Sell |
243,498
-19,442
| -7% | -$1.98M | 9.65% | 3 |
|
|
2022
Q1 | $29.5M | Buy |
262,940
+254,352
| +2,962% | +$28.6M | 11.19% | 1 |
|
|
2021
Q4 | $963K | Buy |
8,588
+2,461
| +40% | +$276K | 0.39% | 35 |
|
|
2021
Q3 | $633K | Buy |
6,127
+376
| +7% | +$38.8K | 0.29% | 39 |
|
|
2021
Q2 | $603K | Buy |
5,751
+2,895
| +101% | +$304K | 0.29% | 39 |
|
|
2021
Q1 | $289K | Buy |
2,856
+3
| +0.1% | +$304 | 0.17% | 48 |
|
|
2020
Q4 | $261K | Buy |
+2,853
| New | +$261K | 0.17% | 48 |
|