Kades & Cheifetz’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
2024
Q4
$3.26M Buy
25,567
+16,680
+188% +$2.13M 1.67% 18
2024
Q3
$1.14M Buy
8,887
+91
+1% +$11.7K 0.65% 35
2024
Q2
$1.04M Buy
8,796
+53
+0.6% +$6.29K 0.66% 37
2024
Q1
$1.06M Buy
8,743
+44
+0.5% +$5.32K 0.68% 35
2023
Q4
$971K Sell
8,699
-625
-7% -$69.8K 0.69% 33
2023
Q3
$963K Sell
9,324
-1,621
-15% -$167K 0.76% 31
2023
Q2
$1.16M Buy
10,945
+133
+1% +$14.1K 0.89% 30
2023
Q1
$1.14M Buy
10,812
+15
+0.1% +$1.58K 0.9% 30
2022
Q4
$1.17M Buy
+10,797
New +$1.17M 0.98% 26