HF Advisory Group’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
Q4 | – | Sell |
-1,663
| Closed | -$213K | – | 165 |
|
2024
Q3 | $213K | Sell |
1,663
-408
| -20% | -$52.3K | 0.1% | 160 |
|
2024
Q2 | $246K | Sell |
2,071
-729
| -26% | -$86.4K | 0.13% | 150 |
|
2024
Q1 | $339K | Sell |
2,800
-68
| -2% | -$8.23K | 0.19% | 133 |
|
2023
Q4 | $320K | Sell |
2,868
-253
| -8% | -$28.2K | 0.2% | 129 |
|
2023
Q3 | $322K | Buy |
3,121
+61
| +2% | +$6.3K | 0.24% | 120 |
|
2023
Q2 | $325K | Buy |
3,060
+360
| +13% | +$38.2K | 0.26% | 111 |
|
2023
Q1 | $285K | Buy |
2,700
+164
| +6% | +$17.3K | 0.25% | 114 |
|
2022
Q4 | $274K | Buy |
+2,536
| New | +$274K | 0.28% | 110 |
|