M. Kulyk & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,072
| Closed | -$394K | – | 118 |
|
|
2024
Q3 | $394K | Hold |
3,072
| – | – | 0.08% | 77 |
|
|
2024
Q2 | $364K | Sell |
3,072
-301
| -9% | -$35.7K | 0.08% | 77 |
|
|
2024
Q1 | $408K | Buy |
3,373
+300
| +10% | +$36.3K | 0.09% | 74 |
|
|
2023
Q4 | $343K | Hold |
3,073
| – | – | 0.08% | 81 |
|
|
2023
Q3 | $318K | Sell |
3,073
-101
| -3% | -$10.4K | 0.09% | 79 |
|
|
2023
Q2 | $337K | Hold |
3,174
| – | – | 0.09% | 83 |
|
|
2023
Q1 | $335K | Sell |
3,174
-20
| -0.6% | -$2.11K | 0.1% | 81 |
|
|
2022
Q4 | $346K | Sell |
3,194
-750
| -19% | -$81.2K | 0.12% | 75 |
|
|
2022
Q3 | $374K | Sell |
3,944
-1,289
| -25% | -$122K | 0.13% | 76 |
|
|
2022
Q2 | $532K | Buy |
5,233
+320
| +7% | +$32.5K | 0.17% | 63 |
|
|
2022
Q1 | $551K | Buy |
4,913
+1
| +0% | +$112 | 0.15% | 63 |
|
|
2021
Q4 | $551K | Buy |
4,912
+750
| +18% | +$84.1K | 0.14% | 60 |
|
|
2021
Q3 | $430K | Hold |
4,162
| – | – | 0.14% | 55 |
|
|
2021
Q2 | $436K | Hold |
4,162
| – | – | 0.16% | 52 |
|
|
2021
Q1 | $421K | Buy |
+4,162
| New | +$421K | 0.16% | 57 |
|