Holistic Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
45,941
+4,218
| +10% | +$562K | 1.75% | 11 |
|
|
2025
Q1 | $5.38M | Sell |
41,723
-1,595
| -4% | -$206K | 1.82% | 10 |
|
|
2024
Q4 | $5.53M | Buy |
43,318
+2,446
| +6% | +$312K | 2% | 10 |
|
|
2024
Q3 | $5.24M | Buy |
40,872
+29,795
| +269% | +$3.82M | 2.22% | 8 |
|
|
2024
Q2 | $1.34M | Hold |
11,077
| – | – | 1.03% | 32 |
|
|
2024
Q1 | $1.34M | Sell |
11,077
-148
| -1% | -$17.9K | 1.02% | 32 |
|
|
2023
Q4 | $1.25M | Buy |
+11,225
| New | +$1.25M | 1.06% | 31 |
|