Monterey Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $349K | Sell |
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|
2020
Q4 | $313K | Sell |
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|
2020
Q3 | $334K | Buy |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $517K | Buy |
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|
2019
Q4 | $549K | Buy |
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