Meridian Wealth Partners’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 | – | Sell |
-9,781
| Closed | -$1.04M | – | 99 |
|
2023
Q2 | $1.04M | Buy |
+9,781
| New | +$1.04M | 0.21% | 33 |
|
2020
Q4 | – | Sell |
-497
| Closed | -$40K | – | 242 |
|
2020
Q3 | $40K | Buy |
497
+247
| +99% | +$19.9K | 0.02% | 145 |
|
2020
Q2 | $20K | Sell |
250
-83
| -25% | -$6.64K | 0.01% | 199 |
|
2020
Q1 | $24K | Buy |
333
+35
| +12% | +$2.52K | 0.01% | 164 |
|
2019
Q4 | $28K | Buy |
+298
| New | +$28K | 0.02% | 168 |
|