Mitchell & Pahl 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
3,256
| – | – | 0.19% | 131 |
|
|
2025
Q1 | $420K | Hold |
3,256
| – | – | 0.2% | 130 |
|
|
2024
Q4 | $415K | Hold |
3,256
| – | – | 0.19% | 130 |
|
|
2024
Q3 | $417K | Hold |
3,256
| – | – | 0.19% | 130 |
|
|
2024
Q2 | $386K | Hold |
3,256
| – | – | 0.2% | 128 |
|
|
2024
Q1 | $394K | Hold |
3,256
| – | – | 0.21% | 128 |
|
|
2023
Q4 | $363K | Hold |
3,256
| – | – | 0.21% | 130 |
|
|
2023
Q3 | $336K | Hold |
3,256
| – | – | 0.2% | 134 |
|
|
2023
Q2 | $345K | Hold |
3,256
| – | – | 0.21% | 131 |
|
|
2023
Q1 | $344K | Hold |
3,256
| – | – | 0.22% | 133 |
|
|
2022
Q4 | $352K | Hold |
3,256
| – | – | 0.23% | 127 |
|
|
2022
Q3 | $309K | Hold |
3,256
| – | – | 0.23% | 129 |
|
|
2022
Q2 | $331K | Hold |
3,256
| – | – | 0.23% | 127 |
|
|
2022
Q1 | $365K | Buy |
3,256
+360
| +12% | +$40.4K | 0.23% | 124 |
|
|
2021
Q4 | $325K | Hold |
2,896
| – | – | 0.21% | 130 |
|
|
2021
Q3 | $299K | Hold |
2,896
| – | – | 0.22% | 129 |
|
|
2021
Q2 | $303K | Hold |
2,896
| – | – | 0.22% | 127 |
|
|
2021
Q1 | $293K | Hold |
2,896
| – | – | 0.23% | 125 |
|
|
2020
Q4 | $265K | Buy |
+2,896
| New | +$265K | 0.22% | 125 |
|