Frisch Financial Group’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 | $585K | Sell |
4,387
-182
| -4% | -$24.3K | 0.14% | 80 |
|
|
2025
Q1 | $589K | Buy |
4,569
+197
| +5% | +$25.4K | 0.17% | 65 |
|
|
2024
Q4 | $558K | Buy |
4,372
+2
| +0% | +$255 | 0.17% | 63 |
|
|
2024
Q3 | $560K | Buy |
4,370
+452
| +12% | +$57.9K | 0.17% | 66 |
|
|
2024
Q2 | $465K | Buy |
3,918
+2
| +0.1% | +$237 | 0.14% | 74 |
|
|
2024
Q1 | $474K | Buy |
3,916
+1
| +0% | +$121 | 0.16% | 67 |
|
|
2023
Q4 | $437K | Sell |
3,915
-192
| -5% | -$21.4K | 0.16% | 68 |
|
|
2023
Q3 | $424K | Sell |
4,107
-10
| -0.2% | -$1.03K | 0.17% | 65 |
|
|
2023
Q2 | $437K | Buy |
4,117
+132
| +3% | +$14K | 0.21% | 69 |
|
|
2023
Q1 | $420K | Buy |
3,985
+12
| +0.3% | +$1.27K | 0.16% | 76 |
|
|
2022
Q4 | $430K | Sell |
3,973
-30
| -0.7% | -$3.25K | 0.16% | 78 |
|
|
2022
Q3 | $380K | Buy |
4,003
+63
| +2% | +$5.98K | 0.16% | 75 |
|
|
2022
Q2 | $401K | Sell |
3,940
-671
| -15% | -$68.3K | 0.15% | 73 |
|
|
2022
Q1 | $518K | Buy |
+4,611
| New | +$518K | 0.17% | 73 |
|