Gerber Kawasaki Wealth & Investment 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 | $347K | Buy |
2,601
+245
| +10% | +$32.7K | 0.01% | 240 |
|
2025
Q1 | $304K | Buy |
2,356
+247
| +12% | +$31.9K | 0.01% | 241 |
|
2024
Q4 | $269K | Buy |
2,109
+267
| +14% | +$34.1K | 0.01% | 243 |
|
2024
Q3 | $236K | Buy |
1,842
+36
| +2% | +$4.62K | 0.01% | 258 |
|
2024
Q2 | $214K | Sell |
1,806
-87
| -5% | -$10.3K | 0.01% | 261 |
|
2024
Q1 | $229K | Buy |
1,893
+75
| +4% | +$9.08K | 0.01% | 253 |
|
2023
Q4 | $203K | Buy |
+1,818
| New | +$203K | 0.01% | 249 |
|
2023
Q3 | – | Sell |
-2,534
| Closed | -$269K | – | 268 |
|
2023
Q2 | $269K | Buy |
+2,534
| New | +$269K | 0.02% | 215 |
|
2021
Q4 | – | Sell |
-1,061
| Closed | -$109K | – | 1098 |
|
2021
Q3 | $109K | Buy |
+1,061
| New | +$109K | 0.01% | 229 |
|
2020
Q1 | – | Sell |
-2,332
| Closed | -$218K | – | 146 |
|
2019
Q4 | $218K | Sell |
2,332
-3
| -0.1% | -$280 | 0.05% | 115 |
|
2019
Q3 | $207K | Buy |
+2,335
| New | +$207K | 0.06% | 116 |
|