Investment House LLC’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
Q1 | – | Sell |
-123,203
| Closed | -$13.3M | – | 189 |
|
|
2022
Q4 | $13.3M | Buy |
123,203
+101,973
| +480% | +$11M | 1.25% | 23 |
|
|
2022
Q3 | $2.01M | Buy |
+21,230
| New | +$2.01M | 0.19% | 81 |
|
|
2015
Q1 | – | Sell |
-10,748
| Closed | -$739K | – | 160 |
|
|
2014
Q4 | $739K | Sell |
10,748
-14,882
| -58% | -$1.02M | 0.12% | 111 |
|
|
2014
Q3 | $1.7M | Sell |
25,630
-352
| -1% | -$23.4K | 0.28% | 87 |
|
|
2014
Q2 | $1.72M | Hold |
25,982
| – | – | 0.3% | 85 |
|
|
2014
Q1 | $1.64M | Buy |
25,982
+4,530
| +21% | +$286K | 0.29% | 87 |
|
|
2013
Q4 | $1.34M | Buy |
21,452
+12,535
| +141% | +$781K | 0.24% | 89 |
|
|
2013
Q3 | $513K | Buy |
8,917
+2,045
| +30% | +$118K | 0.1% | 107 |
|
|
2013
Q2 | $387K | Buy |
+6,872
| New | +$387K | 0.08% | 112 |
|