INVST’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
Q1 | $1.07M | Buy |
8,330
+238
| +3% | +$30.7K | 0.15% | 120 |
|
2024
Q4 | $1.03M | Sell |
8,092
-2,814
| -26% | -$359K | 0.13% | 113 |
|
2024
Q3 | $1.4M | Sell |
10,906
-2,814
| -21% | -$361K | 0.17% | 84 |
|
2024
Q2 | $1.62M | Sell |
13,720
-1,661
| -11% | -$197K | 0.18% | 78 |
|
2024
Q1 | $1.85M | Sell |
15,381
-1,011
| -6% | -$122K | 0.22% | 73 |
|
2023
Q4 | $1.85M | Sell |
16,392
-644
| -4% | -$72.6K | 0.24% | 65 |
|
2023
Q3 | $1.76M | Buy |
17,036
+9,634
| +130% | +$995K | 0.25% | 57 |
|
2023
Q2 | $785K | Buy |
+7,402
| New | +$785K | 0.11% | 105 |
|