Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-136
| Closed | -$16.5K | – | 235 |
|
|
2024
Q1 | $16.5K | Hold |
136
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $15.2K | Hold |
136
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $14.1K | Hold |
136
| – | – | 0.01% | 135 |
|
|
2023
Q2 | $14.4K | Hold |
136
| – | – | 0.01% | 133 |
|
|
2023
Q1 | $14.3K | Hold |
136
| – | – | 0.01% | 129 |
|
|
2022
Q4 | $14.7K | Hold |
136
| – | – | 0.01% | 137 |
|
|
2022
Q3 | $13K | Hold |
136
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $14K | Hold |
136
| – | – | 0.01% | 128 |
|
|
2022
Q1 | $15K | Hold |
136
| – | – | 0.01% | 131 |
|
|
2021
Q4 | $15K | Hold |
136
| – | – | 0.01% | 141 |
|
|
2021
Q3 | $14K | Hold |
136
| – | – | 0.01% | 126 |
|
|
2021
Q2 | $14K | Hold |
136
| – | – | 0.01% | 117 |
|
|
2021
Q1 | $14K | Hold |
136
| – | – | 0.01% | 106 |
|
|
2020
Q4 | $12K | Hold |
136
| – | – | 0.01% | 112 |
|
|
2020
Q3 | $11K | Buy |
+136
| New | +$11K | 0.01% | 100 |
|