LPAM
Lodestar Private Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.51M | Sell |
18,802
-127
| -0.7% | -$16.9K | 0.29% | 65 |
|
2025
Q1 | $2.44M | Sell |
18,929
-72
| -0.4% | -$9.29K | 0.31% | 62 |
|
2024
Q4 | $2.42M | Buy |
19,001
+365
| +2% | +$46.6K | 0.3% | 65 |
|
2024
Q3 | $2.39M | Sell |
18,636
-4
| -0% | -$513 | 0.3% | 65 |
|
2024
Q2 | $2.21M | Buy |
18,640
+2,740
| +17% | +$325K | 0.3% | 67 |
|
2024
Q1 | $1.92M | Buy |
15,900
+80
| +0.5% | +$9.68K | 0.27% | 71 |
|
2023
Q4 | $1.77M | Sell |
15,820
-981
| -6% | -$110K | 0.27% | 72 |
|
2023
Q3 | $1.74M | Buy |
16,801
+178
| +1% | +$18.4K | 0.3% | 67 |
|
2023
Q2 | $1.76M | Buy |
16,623
+390
| +2% | +$41.4K | 0.3% | 65 |
|
2023
Q1 | $1.71M | Sell |
16,233
-808
| -5% | -$85.2K | 0.31% | 66 |
|
2022
Q4 | $1.84M | Buy |
+17,041
| New | +$1.84M | 0.35% | 63 |
|