Invictus Private Wealth’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 | $667K | Sell |
5,000
-26
| -0.5% | -$3.47K | 0.05% | 49 |
|
|
2025
Q1 | $648K | Sell |
5,026
-62
| -1% | -$8K | 0.05% | 47 |
|
|
2024
Q4 | $649K | Sell |
5,088
-98
| -2% | -$12.5K | 0.05% | 50 |
|
|
2024
Q3 | $665K | Sell |
5,186
-46
| -0.9% | -$5.9K | 0.05% | 44 |
|
|
2024
Q2 | $621K | Sell |
5,232
-209
| -4% | -$24.8K | 0.05% | 45 |
|
|
2024
Q1 | $658K | Sell |
5,441
-647
| -11% | -$78.3K | 0.06% | 43 |
|
|
2023
Q4 | $680K | Sell |
6,088
-570
| -9% | -$63.6K | 0.07% | 43 |
|
|
2023
Q3 | $688K | Sell |
6,658
-231
| -3% | -$23.9K | 0.08% | 41 |
|
|
2023
Q2 | $731K | Sell |
6,889
-132
| -2% | -$14K | 0.08% | 42 |
|
|
2023
Q1 | $741K | Sell |
7,021
-262
| -4% | -$27.6K | 0.09% | 42 |
|
|
2022
Q4 | $788K | Buy |
+7,283
| New | +$788K | 0.1% | 41 |
|