Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $208K | Sell |
2,016
-159
| -7% | -$16.4K | 0.02% | 279 |
|
|
2023
Q2 | $231K | Buy |
+2,175
| New | +$231K | 0.02% | 296 |
|
|
2019
Q2 | – | Sell |
-313
| Closed | -$27K | – | 768 |
|
|
2019
Q1 | $27K | Buy |
+313
| New | +$27K | 0.01% | 488 |
|
|
2018
Q3 | – | Sell |
-308
| Closed | -$26K | – | 718 |
|
|
2018
Q2 | $26K | Buy |
+308
| New | +$26K | 0.01% | 531 |
|
|
2018
Q1 | – | Sell |
-303
| Closed | -$26K | – | 728 |
|
|
2017
Q4 | $26K | Buy |
+303
| New | +$26K | 0.01% | 556 |
|