Mosaic Family Wealth Partners’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 | $1.52M | Hold |
11,374
| – | – | 0.19% | 54 |
|
|
2025
Q1 | $1.47M | Sell |
11,374
-422
| -4% | -$54.4K | 0.21% | 54 |
|
|
2024
Q4 | $1.51M | Sell |
11,796
-618
| -5% | -$78.9K | 0.22% | 50 |
|
|
2024
Q3 | $1.59M | Hold |
12,414
| – | – | 0.24% | 48 |
|
|
2024
Q2 | $1.47M | Hold |
12,414
| – | – | 0.24% | 52 |
|
|
2024
Q1 | $1.5M | Hold |
12,414
| – | – | 0.25% | 46 |
|
|
2023
Q4 | $1.39M | Hold |
12,414
| – | – | 0.24% | 48 |
|
|
2023
Q3 | $1.28M | Hold |
12,414
| – | – | 0.26% | 45 |
|
|
2023
Q2 | $1.32M | Hold |
12,414
| – | – | 0.26% | 47 |
|
|
2023
Q1 | $1.31M | Hold |
12,414
| – | – | 0.27% | 47 |
|
|
2022
Q4 | $1.34M | Buy |
+12,414
| New | +$1.34M | 0.38% | 42 |
|