Morris Financial Concepts’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 | $376K | Hold |
2,817
| – | – | 0.15% | 82 |
|
|
2025
Q1 | $363K | Buy |
2,817
+77
| +3% | +$9.93K | 0.15% | 86 |
|
|
2024
Q4 | $350K | Sell |
2,740
-327
| -11% | -$41.7K | 0.15% | 83 |
|
|
2024
Q3 | $393K | Sell |
3,067
-8
| -0.3% | -$1.03K | 0.17% | 76 |
|
|
2024
Q2 | $365K | Sell |
3,075
-8
| -0.3% | -$949 | 0.17% | 76 |
|
|
2024
Q1 | $373K | Buy |
3,083
+291
| +10% | +$35.2K | 0.19% | 69 |
|
|
2023
Q4 | $312K | Sell |
2,792
-3
| -0.1% | -$335 | 0.18% | 71 |
|
|
2023
Q3 | $289K | Buy |
2,795
+2,437
| +681% | +$252K | 0.19% | 68 |
|
|
2023
Q2 | $37.9K | Hold |
358
| – | – | 0.02% | 111 |
|
|
2023
Q1 | $37.7K | Buy |
+358
| New | +$37.7K | 0.03% | 110 |
|
|
2022
Q3 | – | Sell |
-1,052
| Closed | -$107K | – | 130 |
|
|
2022
Q2 | $107K | Hold |
1,052
| – | – | 0.1% | 74 |
|
|
2022
Q1 | $118K | Buy |
+1,052
| New | +$118K | 0.1% | 75 |
|