Mezzasalma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
2,639
| – | – | 0.11% | 109 |
|
|
2025
Q1 | $340K | Hold |
2,639
| – | – | 0.12% | 107 |
|
|
2024
Q4 | $337K | Hold |
2,639
| – | – | 0.11% | 106 |
|
|
2024
Q3 | $338K | Sell |
2,639
-130
| -5% | -$16.7K | 0.13% | 61 |
|
|
2024
Q2 | $328K | Sell |
2,769
-2,392
| -46% | -$284K | 0.14% | 58 |
|
|
2024
Q1 | $624K | Sell |
5,161
-1,951
| -27% | -$236K | 0.3% | 53 |
|
|
2023
Q4 | $794K | Sell |
7,112
-241
| -3% | -$26.9K | 0.43% | 38 |
|
|
2023
Q3 | $760K | Buy |
7,353
+55
| +0.8% | +$5.68K | 0.47% | 36 |
|
|
2023
Q2 | $774K | Sell |
7,298
-145
| -2% | -$15.4K | 0.47% | 37 |
|
|
2023
Q1 | $785K | Sell |
7,443
-253
| -3% | -$26.7K | 0.56% | 35 |
|
|
2022
Q4 | $833K | Sell |
7,696
-152
| -2% | -$16.4K | 0.73% | 34 |
|
|
2022
Q3 | $745K | Hold |
7,848
| – | – | 0.59% | 33 |
|
|
2022
Q2 | $798K | Sell |
7,848
-17
| -0.2% | -$1.73K | 0.67% | 30 |
|
|
2022
Q1 | $883K | Sell |
7,865
-406
| -5% | -$45.6K | 0.55% | 30 |
|
|
2021
Q4 | $927K | Buy |
8,271
+1
| +0% | +$112 | 0.5% | 38 |
|
|
2021
Q3 | $855K | Sell |
8,270
-113
| -1% | -$11.7K | 0.48% | 38 |
|
|
2021
Q2 | $878K | Sell |
8,383
-666
| -7% | -$69.8K | 0.48% | 39 |
|
|
2021
Q1 | $915K | Sell |
9,049
-48
| -0.5% | -$4.85K | 0.59% | 37 |
|
|
2020
Q4 | $832K | Buy |
+9,097
| New | +$832K | 0.53% | 39 |
|