Consultiva Wealth Management’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 | $2.21M | Sell |
16,572
-896
| -5% | -$119K | 6.82% | 3 |
|
|
2025
Q1 | $2.25M | Hold |
17,468
| – | – | 7.75% | 2 |
|
|
2024
Q4 | $2.23M | Hold |
17,468
| – | – | 11.18% | 2 |
|
|
2024
Q3 | $2.24M | Hold |
17,468
| – | – | 17.82% | 2 |
|
|
2024
Q2 | $2.07M | Sell |
17,468
-501
| -3% | -$59.4K | 18.87% | 2 |
|
|
2024
Q1 | $2.17M | Buy |
+17,969
| New | +$2.17M | 20.36% | 2 |
|
|
2023
Q3 | $18.5K | Hold |
179
| – | – | 0.47% | 21 |
|
|
2023
Q2 | $19K | Buy |
179
+82
| +85% | +$8.7K | 0.48% | 22 |
|
|
2023
Q1 | $10.2K | Hold |
97
| – | – | 0.26% | 26 |
|
|
2022
Q4 | $10.5K | Hold |
97
| – | – | 0.27% | 27 |
|
|
2022
Q3 | $9K | Hold |
97
| – | – | 0.25% | 27 |
|
|
2022
Q2 | $10K | Buy |
+97
| New | +$10K | 0.28% | 28 |
|