Latitude 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 | $285K | Hold |
2,140
| – | – | 0.14% | 157 |
|
|
2025
Q1 | $276K | Buy |
2,140
+256
| +14% | +$33K | 0.16% | 153 |
|
|
2024
Q4 | $240K | Sell |
1,884
-30
| -2% | -$3.83K | 0.14% | 160 |
|
|
2024
Q3 | $245K | Buy |
1,914
+160
| +9% | +$20.5K | 0.14% | 159 |
|
|
2024
Q2 | $208K | Buy |
1,754
+2
| +0.1% | +$237 | 0.13% | 173 |
|
|
2024
Q1 | $212K | Sell |
1,752
-206
| -11% | -$24.9K | 0.13% | 166 |
|
|
2023
Q4 | $219K | Buy |
1,958
+3
| +0.2% | +$335 | 0.15% | 150 |
|
|
2023
Q3 | $202K | Buy |
1,955
+43
| +2% | +$4.44K | 0.14% | 158 |
|
|
2023
Q2 | $203K | Sell |
1,912
-414
| -18% | -$43.9K | 0.14% | 165 |
|
|
2023
Q1 | $245K | Buy |
+2,326
| New | +$245K | 0.18% | 135 |
|
|
2022
Q2 | – | Sell |
-3,857
| Closed | -$433K | – | 322 |
|
|
2022
Q1 | $433K | Buy |
3,857
+1,823
| +90% | +$205K | 0.1% | 204 |
|
|
2021
Q4 | $228K | Buy |
+2,034
| New | +$228K | 0.06% | 269 |
|