Idaho Trust Bank’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 | $223K | Sell |
1,672
-3,121
| -65% | -$416K | 0.08% | 101 |
|
2025
Q1 | $618K | Hold |
4,793
| – | – | 0.25% | 66 |
|
2024
Q4 | $612K | Sell |
4,793
-4,164
| -46% | -$531K | 0.31% | 49 |
|
2024
Q3 | $1.15M | Hold |
8,957
| – | – | 0.55% | 45 |
|
2024
Q2 | $1.06M | Buy |
8,957
+3,824
| +74% | +$454K | 0.54% | 45 |
|
2024
Q1 | $621K | Buy |
+5,133
| New | +$621K | 0.6% | 47 |
|