Golden State 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 | $569K | Buy |
4,271
+139
| +3% | +$18.5K | 0.07% | 208 |
|
|
2025
Q1 | $533K | Sell |
4,132
-353
| -8% | -$45.5K | 0.08% | 194 |
|
|
2024
Q4 | $572K | Buy |
+4,485
| New | +$572K | 0.09% | 179 |
|
|
2020
Q4 | – | Sell |
-1,137
| Closed | -$92K | – | 422 |
|
|
2020
Q3 | $92K | Buy |
+1,137
| New | +$92K | 0.03% | 267 |
|
|
2020
Q2 | – | Sell |
-1,120
| Closed | -$79K | – | 896 |
|
|
2020
Q1 | $79K | Buy |
+1,120
| New | +$79K | 0.03% | 287 |
|
|
2019
Q4 | – | Sell |
-1,531
| Closed | -$136K | – | 931 |
|
|
2019
Q3 | $136K | Buy |
1,531
+8
| +0.5% | +$711 | 0.04% | 266 |
|
|
2019
Q2 | $133K | Sell |
1,523
-5,697
| -79% | -$498K | 0.04% | 290 |
|
|
2019
Q1 | $618K | Buy |
+7,220
| New | +$618K | 0.21% | 101 |
|