Jeppson Wealth Management’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 | $205K | Buy |
+1,538
| New | +$205K | 0.07% | 201 |
|
|
2024
Q3 | – | Sell |
-1,838
| Closed | -$218K | – | 215 |
|
|
2024
Q2 | $218K | Hold |
1,838
| – | – | 0.08% | 182 |
|
|
2024
Q1 | $222K | Sell |
1,838
-30
| -2% | -$3.63K | 0.09% | 184 |
|
|
2023
Q4 | $209K | Buy |
+1,868
| New | +$209K | 0.09% | 192 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$12K | – | 456 |
|
|
2020
Q3 | $12K | Buy |
+150
| New | +$12K | 0.01% | 380 |
|