Householder Group Estate & Retirement Specialist’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 | $51K | Sell |
406
-830
| -67% | -$104K | 0.04% | 212 |
|
|
2024
Q3 | $158K | Sell |
1,236
-677
| -35% | -$86.5K | 0.05% | 292 |
|
|
2024
Q2 | $226K | Buy |
1,913
+345
| +22% | +$40.8K | 0.06% | 233 |
|
|
2024
Q1 | $190K | Sell |
1,568
-231
| -13% | -$28K | 0.06% | 247 |
|
|
2023
Q4 | $200K | Sell |
1,799
-95
| -5% | -$10.6K | 0.07% | 242 |
|
|
2023
Q3 | $196K | Buy |
+1,894
| New | +$196K | 0.07% | 223 |
|
|
2023
Q1 | $262K | Buy |
+2,488
| New | +$262K | 0.1% | 173 |
|
|
2022
Q4 | – | Sell |
-1,680
| Closed | -$159K | – | 1151 |
|
|
2022
Q3 | $159K | Buy |
+1,680
| New | +$159K | 0.07% | 202 |
|