Forza 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 | $3.96M | Buy |
29,671
+6,373
| +27% | +$850K | 1.62% | 16 |
|
|
2025
Q1 | $3M | Sell |
23,298
-268
| -1% | -$34.6K | 1.35% | 22 |
|
|
2024
Q4 | $3.01M | Sell |
23,566
-72
| -0.3% | -$9.19K | 1.37% | 20 |
|
|
2024
Q3 | $3.03M | Buy |
23,638
+301
| +1% | +$38.6K | 1.39% | 20 |
|
|
2024
Q2 | $2.77M | Sell |
23,337
-1,063
| -4% | -$126K | 1.43% | 19 |
|
|
2024
Q1 | $2.95M | Sell |
24,400
-980
| -4% | -$119K | 1.54% | 16 |
|
|
2023
Q4 | $2.83M | Buy |
25,380
+3,640
| +17% | +$406K | 1.56% | 15 |
|
|
2023
Q3 | $2.25M | Hold |
21,740
| – | – | 1.16% | 22 |
|
|
2023
Q2 | $2.31M | Sell |
21,740
-1,200
| -5% | -$127K | 1.16% | 21 |
|
|
2023
Q1 | $2.42M | Buy |
22,940
+8
| +0% | +$844 | 1.25% | 20 |
|
|
2022
Q4 | $2.48M | Buy |
+22,932
| New | +$2.48M | 1.65% | 16 |
|