Independent Wealth Network’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 | $2.46M | Sell |
18,452
-204
| -1% | -$27.2K | 0.9% | 25 |
|
|
2025
Q1 | $2.41M | Buy |
18,656
+520
| +3% | +$67.1K | 0.96% | 24 |
|
|
2024
Q4 | $2.31M | Buy |
18,136
+209
| +1% | +$26.7K | 0.94% | 26 |
|
|
2024
Q3 | $2.3M | Buy |
17,927
+338
| +2% | +$43.3K | 1.02% | 22 |
|
|
2024
Q2 | $2.09M | Buy |
17,589
+172
| +1% | +$20.4K | 0.97% | 25 |
|
|
2024
Q1 | $2.11M | Buy |
17,417
+2,125
| +14% | +$257K | 0.99% | 22 |
|
|
2023
Q4 | $1.71M | Sell |
15,292
-345
| -2% | -$38.5K | 0.9% | 27 |
|
|
2023
Q3 | $1.62M | Buy |
15,637
+553
| +4% | +$57.1K | 0.99% | 19 |
|
|
2023
Q2 | $1.6M | Buy |
15,084
+1,235
| +9% | +$131K | 0.96% | 20 |
|
|
2023
Q1 | $1.46M | Buy |
13,849
+579
| +4% | +$61.1K | 0.93% | 23 |
|
|
2022
Q4 | $1.44M | Buy |
13,270
+334
| +3% | +$36.1K | 0.98% | 22 |
|
|
2022
Q3 | $1.23M | Buy |
12,936
+189
| +1% | +$17.9K | 0.96% | 22 |
|
|
2022
Q2 | $1.3M | Buy |
12,747
+584
| +5% | +$59.4K | 0.93% | 23 |
|
|
2022
Q1 | $1.37M | Buy |
12,163
+1,772
| +17% | +$199K | 0.87% | 28 |
|
|
2021
Q4 | $1.17M | Sell |
10,391
-73
| -0.7% | -$8.18K | 0.72% | 30 |
|
|
2021
Q3 | $1.15M | Buy |
+10,464
| New | +$1.15M | 0.75% | 31 |
|