DHK Financial 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 |
-8,129
| Closed | -$984K | – | 103 |
|
|
2024
Q1 | $984K | Buy |
8,129
+44
| +0.5% | +$5.32K | 0.7% | 41 |
|
|
2023
Q4 | $902K | Buy |
8,085
+80
| +1% | +$8.93K | 0.68% | 38 |
|
|
2023
Q3 | $827K | Buy |
8,005
+59
| +0.7% | +$6.1K | 0.74% | 33 |
|
|
2023
Q2 | $843K | Buy |
7,946
+66
| +0.8% | +$7K | 0.72% | 35 |
|
|
2023
Q1 | $831K | Buy |
7,880
+56
| +0.7% | +$5.91K | 1.03% | 23 |
|
|
2022
Q4 | $847K | Buy |
7,824
+70
| +0.9% | +$7.58K | 1.18% | 23 |
|
|
2022
Q3 | $736K | Buy |
7,754
+60
| +0.8% | +$5.7K | 1.21% | 23 |
|
|
2022
Q2 | $782K | Buy |
7,694
+63
| +0.8% | +$6.4K | 0.75% | 25 |
|
|
2022
Q1 | $857K | Buy |
7,631
+44
| +0.6% | +$4.94K | 0.72% | 25 |
|
|
2021
Q4 | $851K | Buy |
+7,587
| New | +$851K | 0.8% | 23 |
|