LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
1,860
+25
| +1% | +$3.33K | 0.63% | 34 |
|
|
2025
Q1 | $237K | Sell |
1,835
-79
| -4% | -$10.2K | 0.72% | 35 |
|
|
2024
Q4 | $244K | Sell |
1,914
-374
| -16% | -$47.7K | 0.54% | 35 |
|
|
2024
Q3 | $293K | Buy |
2,288
+211
| +10% | +$27.1K | 0.72% | 30 |
|
|
2024
Q2 | $246K | Sell |
2,077
-44
| -2% | -$5.22K | 0.52% | 41 |
|
|
2024
Q1 | $257K | Buy |
2,121
+67
| +3% | +$8.11K | 0.3% | 70 |
|
|
2023
Q4 | $229K | Sell |
2,054
-1,565
| -43% | -$175K | 0.28% | 77 |
|
|
2023
Q3 | $374K | Buy |
3,619
+5
| +0.1% | +$517 | 0.48% | 39 |
|
|
2023
Q2 | $383K | Buy |
3,614
+1,219
| +51% | +$129K | 0.41% | 72 |
|
|
2023
Q1 | $253K | Buy |
2,395
+99
| +4% | +$10.4K | 0.47% | 61 |
|
|
2022
Q4 | $248K | Buy |
+2,296
| New | +$248K | 0.29% | 79 |
|