Cornerstone Planning Group’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 | $124K | Sell |
922
-230
| -20% | -$30.9K | 0.03% | 121 |
|
|
2025
Q1 | $140K | Buy |
1,152
+80
| +7% | +$9.75K | 0.03% | 113 |
|
|
2024
Q4 | $142K | Sell |
1,072
-1,382
| -56% | -$183K | 0.03% | 91 |
|
|
2024
Q3 | $315K | Sell |
2,454
-24
| -1% | -$3.09K | 0.08% | 55 |
|
|
2024
Q2 | $292K | Buy |
2,478
+60
| +2% | +$7.07K | 0.08% | 64 |
|
|
2024
Q1 | $283K | Buy |
2,418
+11
| +0.5% | +$1.29K | 0.09% | 56 |
|
|
2023
Q4 | $269K | Buy |
2,407
+20
| +0.8% | +$2.23K | 0.09% | 71 |
|
|
2023
Q3 | $247K | Sell |
2,387
-71
| -3% | -$7.34K | 0.09% | 70 |
|
|
2023
Q2 | $261K | Buy |
+2,458
| New | +$261K | 0.1% | 76 |
|
|
2022
Q4 | $280K | Buy |
+2,600
| New | +$280K | 0.12% | 80 |
|