Lake Street Advisors Group’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 | $3.97M | Buy |
31,139
+5
| +0% | +$638 | 0.18% | 76 |
|
2024
Q3 | $3.99M | Sell |
31,134
-1,996
| -6% | -$256K | 0.18% | 67 |
|
2024
Q2 | $3.93M | Buy |
33,130
+66
| +0.2% | +$7.83K | 0.19% | 74 |
|
2024
Q1 | $4M | Sell |
33,064
-7,558
| -19% | -$914K | 0.19% | 76 |
|
2023
Q4 | $4.53M | Sell |
40,622
-9,795
| -19% | -$1.09M | 0.23% | 73 |
|
2023
Q3 | $5.21M | Hold |
50,417
| – | – | 0.31% | 55 |
|
2023
Q2 | $5.35M | Buy |
50,417
+7,000
| +16% | +$743K | 0.3% | 52 |
|
2023
Q1 | $4.58M | Sell |
43,417
-14,224
| -25% | -$1.5M | 0.28% | 55 |
|
2022
Q4 | $6.24M | Buy |
57,641
+4,413
| +8% | +$478K | 0.41% | 45 |
|
2022
Q3 | $5.05M | Buy |
53,228
+2
| +0% | +$190 | 0.37% | 46 |
|
2022
Q2 | $5.41M | Buy |
53,226
+1,003
| +2% | +$102K | 0.39% | 43 |
|
2022
Q1 | $5.86M | Buy |
52,223
+7,258
| +16% | +$815K | 0.37% | 42 |
|
2021
Q4 | $5.04M | Buy |
+44,965
| New | +$5.04M | 0.32% | 50 |
|