LifeSteps Financial’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 | $3.97M | Buy |
29,777
+130
| +0.4% | +$17.3K | 2.73% | 9 |
|
|
2025
Q1 | $3.82M | Sell |
29,647
-752
| -2% | -$97K | 3.1% | 8 |
|
|
2024
Q4 | $3.88M | Sell |
30,399
-136
| -0.4% | -$17.4K | 2.98% | 7 |
|
|
2024
Q3 | $3.91M | Sell |
30,535
-332
| -1% | -$42.6K | 3.06% | 8 |
|
|
2024
Q2 | $3.66M | Sell |
30,867
-1,697
| -5% | -$201K | 3.02% | 7 |
|
|
2024
Q1 | $3.94M | Sell |
32,564
-236
| -0.7% | -$28.6K | 2.97% | 8 |
|
|
2023
Q4 | $3.66M | Sell |
32,800
-1,374
| -4% | -$153K | 3.25% | 7 |
|
|
2023
Q3 | $3.53M | Sell |
34,174
-132
| -0.4% | -$13.6K | 3.59% | 7 |
|
|
2023
Q2 | $3.64M | Sell |
34,306
-843
| -2% | -$89.4K | 3.6% | 7 |
|
|
2023
Q1 | $3.71M | Sell |
35,149
-406
| -1% | -$42.8K | 3.93% | 7 |
|
|
2022
Q4 | $3.85M | Buy |
35,555
+2,594
| +8% | +$281K | 4.01% | 7 |
|
|
2022
Q3 | $3.13M | Sell |
32,961
-777
| -2% | -$73.7K | 3.52% | 7 |
|
|
2022
Q2 | $3.43M | Sell |
33,738
-484
| -1% | -$49.2K | 3.58% | 6 |
|
|
2022
Q1 | $3.84M | Sell |
34,222
-3,449
| -9% | -$387K | 2.84% | 9 |
|
|
2021
Q4 | $4.22M | Sell |
37,671
-913
| -2% | -$102K | 2.99% | 9 |
|
|
2021
Q3 | $3.99M | Sell |
38,584
-458
| -1% | -$47.3K | 3.05% | 10 |
|
|
2021
Q2 | $4.09M | Buy |
39,042
+3,107
| +9% | +$325K | 3.14% | 9 |
|
|
2021
Q1 | $3.63M | Sell |
35,935
-1,138
| -3% | -$115K | 3.03% | 8 |
|
|
2020
Q4 | $3.39M | Sell |
37,073
-442
| -1% | -$40.5K | 3.11% | 8 |
|
|
2020
Q3 | $3.04M | Sell |
37,515
-2,718
| -7% | -$220K | 3.2% | 7 |
|
|
2020
Q2 | $3.17M | Sell |
40,233
-1,739
| -4% | -$137K | 3.66% | 7 |
|
|
2020
Q1 | $2.97M | Sell |
41,972
-2,977
| -7% | -$211K | 3.42% | 7 |
|
|
2019
Q4 | $4.21M | Buy |
+44,949
| New | +$4.21M | 3.98% | 5 |
|