Edgestream Partners’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 | – | Sell |
-1,689
| Closed | -$218K | – | 1082 |
|
2025
Q1 | $218K | Buy |
+1,689
| New | +$218K | 0.01% | 800 |
|
2024
Q4 | – | Sell |
-2,142
| Closed | -$275K | – | 1113 |
|
2024
Q3 | $275K | Buy |
2,142
+157
| +8% | +$20.1K | 0.01% | 780 |
|
2024
Q2 | $235K | Buy |
+1,985
| New | +$235K | 0.01% | 784 |
|
2024
Q1 | – | Sell |
-1,951
| Closed | -$218K | – | 1036 |
|
2023
Q4 | $218K | Buy |
+1,951
| New | +$218K | 0.02% | 777 |
|