Financial Synergies Wealth 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
Q4 | – | Sell |
-1,700
| Closed | -$218K | – | 80 |
|
|
2024
Q3 | $218K | Hold |
1,700
| – | – | 0.03% | 71 |
|
|
2024
Q2 | $202K | Hold |
1,700
| – | – | 0.03% | 70 |
|
|
2024
Q1 | $206K | Hold |
1,700
| – | – | 0.03% | 68 |
|
|
2023
Q4 | $184K | Hold |
1,700
| – | – | 0.03% | 67 |
|
|
2023
Q3 | $176K | Hold |
1,700
| – | – | 0.03% | 66 |
|
|
2023
Q2 | $180K | Hold |
1,700
| – | – | 0.03% | 68 |
|
|
2023
Q1 | $179K | Hold |
1,700
| – | – | 0.03% | 67 |
|
|
2022
Q4 | $184K | Hold |
1,700
| – | – | 0.03% | 67 |
|
|
2022
Q3 | $161K | Hold |
1,700
| – | – | 0.03% | 69 |
|
|
2022
Q2 | $173K | Buy |
+1,700
| New | +$173K | 0.03% | 68 |
|