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