KLR Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $795K | Sell |
6,800
-1,048
| -13% | -$123K | 0.57% | 41 |
|
|
2023
Q4 | $876K | Buy |
7,848
+433
| +6% | +$48.3K | 0.63% | 36 |
|
|
2023
Q3 | $782K | Sell |
7,415
-95
| -1% | -$10K | 0.71% | 35 |
|
|
2023
Q2 | $797K | Sell |
7,510
-292
| -4% | -$31K | 0.66% | 33 |
|
|
2023
Q1 | $823K | Buy |
7,802
+194
| +3% | +$20.5K | 0.72% | 34 |
|
|
2022
Q4 | $823K | Buy |
+7,608
| New | +$823K | 0.68% | 32 |
|