GW & Wade’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $898K | Sell |
8,045
-2,328
| -22% | -$260K | 0.03% | 238 |
|
2023
Q3 | $1.07M | Buy |
10,373
+630
| +6% | +$65.1K | 0.04% | 207 |
|
2023
Q2 | $1.03M | Sell |
9,743
-2,047
| -17% | -$217K | 0.04% | 209 |
|
2023
Q1 | $1.24M | Sell |
11,790
-50
| -0.4% | -$5.28K | 0.05% | 187 |
|
2022
Q4 | $1.28M | Buy |
11,840
+7,390
| +166% | +$800K | 0.05% | 178 |
|
2022
Q3 | $422K | Buy |
4,450
+1
| +0% | +$95 | 0.02% | 263 |
|
2022
Q2 | $452K | Buy |
4,449
+323
| +8% | +$32.8K | 0.02% | 261 |
|
2022
Q1 | $463K | Sell |
4,126
-95
| -2% | -$10.7K | 0.02% | 257 |
|
2021
Q4 | $473K | Buy |
4,221
+1,229
| +41% | +$138K | 0.02% | 261 |
|
2021
Q3 | $309K | Buy |
2,992
+46
| +2% | +$4.75K | 0.01% | 304 |
|
2021
Q2 | $309K | Buy |
2,946
+151
| +5% | +$15.8K | 0.01% | 305 |
|
2021
Q1 | $283K | Buy |
+2,795
| New | +$283K | 0.02% | 290 |
|