Level Financial 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
2022
Q4
Sell
-451
Closed -$43K 305
2022
Q3
$43K Hold
451
0.03% 101
2022
Q2
$46K Hold
451
0.03% 106
2022
Q1
$51K Sell
451
-142
-24% -$16.1K 0.04% 86
2021
Q4
$66K Buy
+593
New +$66K 0.05% 79