Commonwealth Retirement Investments’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 | $602K | Buy |
4,513
+532
| +13% | +$70.9K | 0.23% | 86 |
|
|
2025
Q1 | $513K | Sell |
3,981
-396
| -9% | -$51.1K | 0.21% | 77 |
|
|
2024
Q4 | $558K | Sell |
4,377
-681
| -13% | -$86.9K | 0.23% | 75 |
|
|
2024
Q3 | $648K | Sell |
5,058
-530
| -9% | -$67.9K | 0.27% | 70 |
|
|
2024
Q2 | $663K | Sell |
5,588
-623
| -10% | -$73.9K | 0.3% | 72 |
|
|
2024
Q1 | $751K | Buy |
6,211
+263
| +4% | +$31.8K | 0.36% | 58 |
|
|
2023
Q4 | $664K | Sell |
5,948
-58
| -1% | -$6.48K | 0.35% | 61 |
|
|
2023
Q3 | $621K | Sell |
6,006
-1,629
| -21% | -$168K | 0.36% | 52 |
|
|
2023
Q2 | $810K | Buy |
7,635
+996
| +15% | +$106K | 0.45% | 47 |
|
|
2023
Q1 | $700K | Buy |
6,639
+1,109
| +20% | +$117K | 0.42% | 43 |
|
|
2022
Q4 | $598K | Buy |
+5,530
| New | +$598K | 0.36% | 45 |
|