Lion Street 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 | $3.54M | Sell |
26,542
-2,069
| -7% | -$276K | 1.07% | 17 |
|
|
2025
Q1 | $3.69M | Buy |
28,611
+1,254
| +5% | +$162K | 1.17% | 12 |
|
|
2024
Q4 | $3.49M | Buy |
27,357
+280
| +1% | +$35.7K | 1.11% | 14 |
|
|
2024
Q3 | $3.47M | Sell |
27,077
-2,150
| -7% | -$276K | 1.21% | 12 |
|
|
2024
Q2 | $3.47M | Sell |
29,227
-986
| -3% | -$117K | 1.28% | 12 |
|
|
2024
Q1 | $3.37M | Hold |
30,213
| – | – | 1.38% | 9 |
|
|
2023
Q4 | $3.37M | Sell |
30,213
-1,441
| -5% | -$161K | 1.38% | 9 |
|
|
2023
Q3 | $3.27M | Buy |
31,654
+15,926
| +101% | +$1.65M | 1.07% | 10 |
|
|
2023
Q2 | $1.71M | Sell |
15,728
-15,504
| -50% | -$1.68M | 0.57% | 25 |
|
|
2023
Q1 | $3.29M | Buy |
+31,232
| New | +$3.29M | 1.02% | 8 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$21K | – | 185 |
|
|
2021
Q2 | $21K | Buy |
+200
| New | +$21K | 0.76% | 28 |
|