Forum Financial 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 | $362K | Buy |
+2,713
| New | +$362K | 0.01% | 557 |
|
|
2023
Q4 | – | Sell |
-2,033
| Closed | -$210K | – | 726 |
|
|
2023
Q3 | $210K | Hold |
2,033
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $216K | Hold |
2,033
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $214K | Sell |
2,033
-612
| -23% | -$64.6K | 0.01% | 532 |
|
|
2022
Q4 | $286K | Buy |
+2,645
| New | +$286K | 0.01% | 406 |
|
|
2022
Q3 | – | Sell |
-2,051
| Closed | -$209K | – | 600 |
|
|
2022
Q2 | $209K | Buy |
2,051
+146
| +8% | +$14.9K | 0.01% | 510 |
|
|
2022
Q1 | $213K | Buy |
1,905
+34
| +2% | +$3.8K | 0.01% | 542 |
|
|
2021
Q4 | $210K | Buy |
+1,871
| New | +$210K | 0.01% | 599 |
|