McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,512
| Closed | -$282K | – | 306 |
|
|
2022
Q1 | $282K | Sell |
2,512
-165
| -6% | -$18.5K | 0.02% | 246 |
|
|
2021
Q4 | $300K | Sell |
2,677
-1,124
| -30% | -$126K | 0.02% | 240 |
|
|
2021
Q3 | $393K | Sell |
3,801
-376
| -9% | -$38.9K | 0.03% | 210 |
|
|
2021
Q2 | $438K | Buy |
4,177
+861
| +26% | +$90.3K | 0.04% | 202 |
|
|
2021
Q1 | $335K | Sell |
3,316
-118
| -3% | -$11.9K | 0.03% | 231 |
|
|
2020
Q4 | $314K | Buy |
+3,434
| New | +$314K | 0.04% | 212 |
|