Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,223
| Closed | -$230K | – | 182 |
|
|
2023
Q3 | $230K | Buy |
+2,223
| New | +$230K | 0.06% | 162 |
|
|
2022
Q2 | – | Sell |
-2,386
| Closed | -$268K | – | 218 |
|
|
2022
Q1 | $268K | Hold |
2,386
| – | – | 0.06% | 182 |
|
|
2021
Q4 | $267K | Hold |
2,386
| – | – | 0.06% | 171 |
|
|
2021
Q3 | $247K | Hold |
2,386
| – | – | 0.07% | 171 |
|
|
2021
Q2 | $250K | Buy |
+2,386
| New | +$250K | 0.07% | 173 |
|
|
2019
Q3 | – | Sell |
-3,138
| Closed | -$274K | – | 163 |
|
|
2019
Q2 | $274K | Hold |
3,138
| – | – | 0.19% | 101 |
|
|
2019
Q1 | $269K | Sell |
3,138
-1,957
| -38% | -$168K | 0.2% | 99 |
|
|
2018
Q4 | $397K | Buy |
+5,095
| New | +$397K | 0.3% | 71 |
|