Freedman Financial Associates’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,085
| Closed | -$572K | – | 451 |
|
2022
Q1 | $572K | Buy |
5,085
+338
| +7% | +$38K | 0.39% | 35 |
|
2021
Q4 | $532K | Buy |
4,747
+275
| +6% | +$30.8K | 0.36% | 34 |
|
2021
Q3 | $462K | Buy |
4,472
+52
| +1% | +$5.37K | 0.34% | 34 |
|
2021
Q2 | $463K | Hold |
4,420
| – | – | 0.35% | 34 |
|
2021
Q1 | $447K | Hold |
4,420
| – | – | 0.37% | 33 |
|
2020
Q4 | $404K | Buy |
+4,420
| New | +$404K | 0.36% | 34 |
|