Financial Life 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
Q3 | – | Sell |
-1,982
| Closed | -$235K | – | 57 |
|
|
2024
Q2 | $235K | Sell |
1,982
-1,157
| -37% | -$137K | 0.1% | 52 |
|
|
2024
Q1 | $380K | Sell |
3,139
-2,637
| -46% | -$319K | 0.16% | 41 |
|
|
2023
Q4 | $645K | Sell |
5,776
-292
| -5% | -$32.6K | 0.28% | 35 |
|
|
2023
Q3 | $627K | Sell |
6,068
-106
| -2% | -$11K | 0.27% | 32 |
|
|
2023
Q2 | $655K | Buy |
+6,174
| New | +$655K | 0.27% | 37 |
|