Fingerlakes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
5,172
+5
| +0.1% | +$667 | 0.51% | 45 |
|
|
2025
Q1 | $666K | Buy |
5,167
+8
| +0.2% | +$1.03K | 0.57% | 44 |
|
|
2024
Q4 | $658K | Buy |
5,159
+9
| +0.2% | +$1.15K | 0.53% | 45 |
|
|
2024
Q3 | $660K | Buy |
5,150
+8
| +0.2% | +$1.03K | 0.55% | 46 |
|
|
2024
Q2 | $610K | Buy |
5,142
+9
| +0.2% | +$1.07K | 0.55% | 48 |
|
|
2024
Q1 | $621K | Hold |
5,133
| – | – | 0.6% | 47 |
|
|
2023
Q4 | $573K | Sell |
5,133
-798
| -13% | -$89.1K | 0.62% | 44 |
|
|
2023
Q3 | $613K | Buy |
5,931
+8
| +0.1% | +$827 | 0.75% | 36 |
|
|
2023
Q2 | $628K | Buy |
5,923
+10
| +0.2% | +$1.06K | 0.72% | 35 |
|
|
2023
Q1 | $624K | Buy |
5,913
+8
| +0.1% | +$844 | 0.78% | 35 |
|
|
2022
Q4 | $639K | Buy |
5,905
+10
| +0.2% | +$1.08K | 0.88% | 34 |
|
|
2022
Q3 | $559K | Sell |
5,895
-47
| -0.8% | -$4.46K | 0.82% | 35 |
|
|
2022
Q2 | $604K | Sell |
5,942
-1,338
| -18% | -$136K | 0.83% | 36 |
|
|
2022
Q1 | $817K | Sell |
7,280
-8
| -0.1% | -$898 | 0.96% | 32 |
|
|
2021
Q4 | $816K | Buy |
+7,288
| New | +$816K | 0.92% | 32 |
|