Lake Street Private Wealth’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 | $275K | Buy |
2,059
+3
| +0.1% | +$400 | 0.04% | 216 |
|
|
2025
Q1 | $265K | Buy |
2,056
+1
| +0% | +$129 | 0.04% | 209 |
|
|
2024
Q4 | $262K | Buy |
2,055
+55
| +3% | +$7.02K | 0.04% | 207 |
|
|
2024
Q3 | $256K | Buy |
2,000
+4
| +0.2% | +$513 | 0.04% | 221 |
|
|
2024
Q2 | $237K | Buy |
1,996
+5
| +0.3% | +$593 | 0.03% | 289 |
|
|
2024
Q1 | $241K | Sell |
1,991
-7
| -0.4% | -$847 | 0.03% | 284 |
|
|
2023
Q4 | $223K | Sell |
1,998
-6
| -0.3% | -$670 | 0.04% | 283 |
|
|
2023
Q3 | $208K | Buy |
2,004
+116
| +6% | +$12K | 0.04% | 262 |
|
|
2023
Q2 | $200K | Sell |
1,888
-106
| -5% | -$11.2K | 0.04% | 273 |
|
|
2023
Q1 | $210K | Buy |
1,994
+4
| +0.2% | +$422 | 0.04% | 263 |
|
|
2022
Q4 | $215K | Buy |
+1,990
| New | +$215K | 0.04% | 257 |
|
|
2022
Q3 | – | Sell |
-1,983
| Closed | -$202K | – | 305 |
|
|
2022
Q2 | $202K | Buy |
+1,983
| New | +$202K | 0.04% | 276 |
|