Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $894K | Buy |
8,656
+1
| +0% | +$103 | 0.19% | 96 |
|
|
2023
Q2 | $918K | Sell |
8,655
-358
| -4% | -$38K | 0.19% | 97 |
|
|
2023
Q1 | $951K | Buy |
9,013
+1
| +0% | +$106 | 0.21% | 92 |
|
|
2022
Q4 | $975K | Sell |
9,012
-69
| -0.8% | -$7.47K | 0.22% | 88 |
|
|
2022
Q3 | $862K | Buy |
9,081
+173
| +2% | +$16.4K | 0.21% | 90 |
|
|
2022
Q2 | $906K | Buy |
8,908
+452
| +5% | +$46K | 0.22% | 91 |
|
|
2022
Q1 | $949K | Buy |
8,456
+166
| +2% | +$18.6K | 0.2% | 93 |
|
|
2021
Q4 | $929K | Buy |
8,290
+2
| +0% | +$224 | 0.19% | 88 |
|
|
2021
Q3 | $857K | Sell |
8,288
-1,029
| -11% | -$106K | 0.19% | 89 |
|
|
2021
Q2 | $976K | Sell |
9,317
-771
| -8% | -$80.8K | 0.22% | 89 |
|
|
2021
Q1 | $1.02M | Buy |
10,088
+1,513
| +18% | +$153K | 0.25% | 85 |
|
|
2020
Q4 | $785K | Buy |
8,575
+51
| +0.6% | +$4.67K | 0.21% | 84 |
|
|
2020
Q3 | $690K | Sell |
8,524
-54
| -0.6% | -$4.37K | 0.21% | 79 |
|
|
2020
Q2 | $676K | Buy |
8,578
+181
| +2% | +$14.3K | 0.22% | 76 |
|
|
2020
Q1 | $594K | Sell |
8,397
-321
| -4% | -$22.7K | 0.24% | 79 |
|
|
2019
Q4 | $817K | Buy |
+8,718
| New | +$817K | 0.23% | 81 |
|