Heritage Wealth Management (Arizona)’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
Q2 | $452K | Hold |
3,813
| – | – | 0.25% | 82 |
|
|
2024
Q1 | $461K | Hold |
3,813
| – | – | 0.24% | 90 |
|
|
2023
Q4 | $426K | Buy |
+3,813
| New | +$426K | 0.23% | 93 |
|
|
2022
Q4 | $1.12M | Buy |
10,358
+6,149
| +146% | +$665K | 0.16% | 106 |
|
|
2022
Q3 | $399K | Hold |
4,209
| – | – | 0.13% | 117 |
|
|
2022
Q2 | $428K | Sell |
4,209
-191
| -4% | -$19.4K | 0.14% | 109 |
|
|
2022
Q1 | $494K | Buy |
+4,400
| New | +$494K | 0.13% | 115 |
|
|
2021
Q3 | $458K | Sell |
4,433
-26
| -0.6% | -$2.69K | 0.16% | 101 |
|
|
2021
Q2 | $467K | Sell |
4,459
-69
| -2% | -$7.23K | 0.18% | 94 |
|
|
2021
Q1 | $458K | Buy |
+4,528
| New | +$458K | 0.26% | 75 |
|