IAG Wealth Partners’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 | $51.3K | Hold |
385
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $49.7K | Hold |
385
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $49.1K | Sell |
385
-140
| -27% | -$17.9K | 0.01% | 192 |
|
|
2024
Q3 | $67.3K | Hold |
525
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $62.3K | Hold |
525
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $63.5K | Sell |
525
-90
| -15% | -$10.9K | 0.01% | 147 |
|
|
2023
Q4 | $68.7K | Hold |
615
| – | – | 0.02% | 133 |
|
|
2023
Q3 | $63.5K | Hold |
615
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $65.2K | Hold |
615
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $64.9K | Hold |
615
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $66.5K | Buy |
+615
| New | +$66.5K | 0.02% | 121 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$11K | – | 401 |
|
|
2021
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 257 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 258 |
|
|
2020
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 245 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 239 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.01% | 239 |
|
|
2019
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 262 |
|