Halpern Financial’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
Q3 | $34.1K | Hold |
266
| – | – | 0.01% | 101 |
|
|
2024
Q2 | $31.5K | Sell |
266
-41
| -13% | -$4.86K | 0.01% | 104 |
|
|
2024
Q1 | $36.8K | Hold |
307
| – | – | 0.01% | 104 |
|
|
2023
Q4 | $34.3K | Buy |
+307
| New | +$34.3K | 0.01% | 111 |
|
|
2023
Q2 | – | Sell |
-76
| Closed | -$8.02K | – | 268 |
|
|
2023
Q1 | $8.02K | Sell |
76
-182
| -71% | -$19.2K | ﹤0.01% | 136 |
|
|
2022
Q4 | $27.9K | Hold |
258
| – | – | 0.01% | 102 |
|
|
2022
Q3 | $24.5K | Sell |
258
-235
| -48% | -$22.3K | 0.01% | 104 |
|
|
2022
Q2 | $50.1K | Hold |
493
| – | – | 0.02% | 84 |
|
|
2022
Q1 | $55.3K | Buy |
493
+76
| +18% | +$8.53K | 0.02% | 91 |
|
|
2021
Q4 | $46.8K | Buy |
+417
| New | +$46.8K | 0.02% | 85 |
|