Kingswood Wealth Advisors’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 | $1.21M | Sell |
9,065
-178
| -2% | -$23.7K | 0.1% | 229 |
|
|
2025
Q1 | $1.19M | Sell |
9,243
-5,390
| -37% | -$694K | 0.11% | 216 |
|
|
2024
Q4 | $1.87M | Sell |
14,633
-1,921
| -12% | -$245K | 0.14% | 159 |
|
|
2024
Q3 | $2.12M | Buy |
16,554
+7,384
| +81% | +$946K | 0.15% | 153 |
|
|
2024
Q2 | $1.09M | Sell |
9,170
-215
| -2% | -$25.5K | 0.1% | 217 |
|
|
2024
Q1 | $1.14M | Buy |
9,385
+126
| +1% | +$15.2K | 0.13% | 179 |
|
|
2023
Q4 | $1.03M | Buy |
9,259
+5,011
| +118% | +$559K | 0.12% | 190 |
|
|
2023
Q3 | $439K | Buy |
4,248
+319
| +8% | +$33K | 0.08% | 272 |
|
|
2023
Q2 | $417K | Buy |
+3,929
| New | +$417K | 0.13% | 156 |
|