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