Mittelman Wealth Management’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 | $18.2M | Sell |
136,560
-10,492
| -7% | -$1.4M | 15.37% | 2 |
|
|
2025
Q1 | $19M | Buy |
147,052
+7,766
| +6% | +$1M | 17.11% | 1 |
|
|
2024
Q4 | $17.8M | Sell |
139,286
-88,056
| -39% | -$11.2M | 16.53% | 1 |
|
|
2024
Q3 | $29.1M | Buy |
227,342
+140,604
| +162% | +$18M | 16.56% | 2 |
|
|
2024
Q2 | $10.3M | Sell |
86,738
-434
| -0.5% | -$51.5K | 6.67% | 3 |
|
|
2024
Q1 | $10.5M | Buy |
+87,172
| New | +$10.5M | 7.15% | 3 |
|