Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,146
| Closed | -$635K | – | 275 |
|
|
2023
Q3 | $635K | Sell |
6,146
-28,782
| -82% | -$2.97M | 0.21% | 118 |
|
|
2023
Q2 | $3.7M | Buy |
34,928
+4,409
| +14% | +$468K | 0.72% | 31 |
|
|
2023
Q1 | $3.22M | Sell |
30,519
-571
| -2% | -$60.2K | 0.66% | 35 |
|
|
2022
Q4 | $3.36M | Buy |
31,090
+1,434
| +5% | +$155K | 0.72% | 32 |
|
|
2022
Q3 | $2.81M | Buy |
29,656
+1,981
| +7% | +$188K | 0.66% | 38 |
|
|
2022
Q2 | $2.81M | Sell |
27,675
-581
| -2% | -$59.1K | 0.57% | 43 |
|
|
2022
Q1 | $3.17M | Sell |
28,256
-3,162
| -10% | -$355K | 0.53% | 49 |
|
|
2021
Q4 | $3.52M | Buy |
+31,418
| New | +$3.52M | 0.56% | 44 |
|
|
2021
Q1 | – | Sell |
-7,367
| Closed | -$674K | – | 371 |
|
|
2020
Q4 | $674K | Buy |
+7,367
| New | +$674K | 0.14% | 159 |
|