Kathleen S. Wright Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Buy |
|
|||||
|
2025
Q2 | $1.41M | Buy |
|
|||||
|
2025
Q1 | $971K | Buy |
|
|||||
|
2024
Q4 | $853K | Buy |
|
|||||
|
2024
Q3 | $751K | Buy |
|
|||||
|
2024
Q2 | $588K | Buy |
|
|||||
|
2024
Q1 | $581K | Buy |
|
|||||
|
2023
Q4 | $525K | Buy |
|
|||||
|
2023
Q3 | $168K | Buy |
|
|||||
|
2023
Q2 | $169K | Buy |
|
|||||
|
2023
Q1 | $164K | Buy |
|
|||||
|
2022
Q4 | $168K | Buy |
|
|||||
|
2022
Q3 | $144K | Buy |
|
|||||
|
2022
Q2 | $153K | Buy |
|
|||||
|
2022
Q1 | $169K | Buy |
|
|||||
|
2021
Q4 | $116K | Buy |
|