Elevate Wealth Advisory’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 | $693K | Buy |
5,200
+40
| +0.8% | +$5.33K | 0.49% | 37 |
|
|
2025
Q1 | $665K | Buy |
5,160
+39
| +0.8% | +$5.03K | 0.47% | 39 |
|
|
2024
Q4 | $653K | Buy |
5,121
+283
| +6% | +$36.1K | 0.49% | 37 |
|
|
2024
Q3 | $620K | Buy |
4,838
+624
| +15% | +$80K | 0.46% | 37 |
|
|
2024
Q2 | $500K | Buy |
4,214
+774
| +23% | +$91.8K | 0.41% | 39 |
|
|
2024
Q1 | $416K | Buy |
3,440
+921
| +37% | +$111K | 0.36% | 38 |
|
|
2023
Q4 | $281K | Buy |
+2,519
| New | +$281K | 0.26% | 46 |
|