Midland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
7,153
-932
| -12% | -$124K | 0.05% | 76 |
|
|
2025
Q1 | $1.04M | Sell |
8,085
-4,919
| -38% | -$634K | 0.06% | 76 |
|
|
2024
Q4 | $1.66M | Buy |
13,004
+605
| +5% | +$77.2K | 0.1% | 56 |
|
|
2024
Q3 | $1.59M | Buy |
12,399
+7,278
| +142% | +$933K | 0.09% | 63 |
|
|
2024
Q2 | $607K | Hold |
5,121
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $620K | Buy |
5,121
+3,328
| +186% | +$403K | 0.04% | 121 |
|
|
2023
Q4 | $200K | Buy |
+1,793
| New | +$200K | 0.01% | 190 |
|