Dopkins 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,900
| Closed | -$855K | – | 46 |
|
|
2022
Q4 | $855K | Hold |
7,900
| – | – | 0.75% | 21 |
|
|
2022
Q3 | $750K | Hold |
7,900
| – | – | 0.84% | 17 |
|
|
2022
Q2 | $803K | Hold |
7,900
| – | – | 0.87% | 15 |
|
|
2022
Q1 | $887K | Sell |
7,900
-245
| -3% | -$27.5K | 0.96% | 13 |
|
|
2021
Q4 | $913K | Buy |
+8,145
| New | +$913K | 0.9% | 13 |
|