Granite Bay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,001
| Closed | -$2.4M | – | 286 |
|
|
2023
Q4 | $2.4M | Sell |
23,001
-79,350
| -78% | -$8.27M | 0.02% | 158 |
|
|
2023
Q3 | $11M | Buy |
+102,351
| New | +$11M | 0.11% | 79 |
|
|
2023
Q2 | – | Sell |
-2,393
| Closed | -$252K | – | 75 |
|
|
2023
Q1 | $252K | Buy |
2,393
+393
| +20% | +$41.4K | 0.18% | 60 |
|
|
2022
Q4 | $216K | Sell |
2,000
-495
| -20% | -$53.5K | 0.14% | 63 |
|
|
2022
Q3 | $237K | Hold |
2,495
| – | – | 0.19% | 51 |
|
|
2022
Q2 | $254K | Hold |
2,495
| – | – | 0.2% | 48 |
|
|
2022
Q1 | $280K | Hold |
2,495
| – | – | 0.23% | 48 |
|
|
2021
Q4 | $280K | Buy |
+2,495
| New | +$280K | 0.28% | 46 |
|