MGO Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,995
| Closed | -$474K | – | 82 |
|
2024
Q2 | $474K | Sell |
3,995
-140
| -3% | -$16.6K | 0.3% | 48 |
|
2024
Q1 | $500K | Sell |
4,135
-191
| -4% | -$23.1K | 0.31% | 48 |
|
2023
Q4 | $483K | Buy |
4,326
+287
| +7% | +$32K | 0.33% | 40 |
|
2023
Q3 | $417K | Buy |
4,039
+541
| +15% | +$55.9K | 0.31% | 45 |
|
2023
Q2 | $371K | Buy |
3,498
+565
| +19% | +$59.9K | 0.28% | 48 |
|
2023
Q1 | $309K | Buy |
+2,933
| New | +$309K | 0.24% | 57 |
|