Moser Wealth Advisors’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 | $48.4K | Hold |
363
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $46.8K | Buy |
363
+150
| +70% | +$19.3K | 0.02% | 106 |
|
|
2024
Q4 | $27.2K | Hold |
213
| – | – | 0.01% | 101 |
|
|
2024
Q3 | $27.3K | Hold |
213
| – | – | 0.01% | 102 |
|
|
2024
Q2 | $25.3K | Hold |
213
| – | – | 0.01% | 106 |
|
|
2024
Q1 | $25.8K | Hold |
213
| – | – | 0.01% | 105 |
|
|
2023
Q4 | $23.8K | Hold |
213
| – | – | 0.02% | 103 |
|
|
2023
Q3 | $22K | Hold |
213
| – | – | 0.02% | 98 |
|
|
2023
Q2 | $22.6K | Buy |
+213
| New | +$22.6K | 0.02% | 98 |
|
|
2022
Q4 | $37.9K | Hold |
350
| – | – | 0.03% | 90 |
|
|
2022
Q3 | $33K | Hold |
350
| – | – | 0.03% | 93 |
|
|
2022
Q2 | $36K | Hold |
350
| – | – | 0.03% | 95 |
|
|
2022
Q1 | $39K | Hold |
350
| – | – | 0.02% | 97 |
|
|
2021
Q4 | $39K | Buy |
+350
| New | +$39K | 0.02% | 97 |
|
|
2020
Q1 | – | Sell |
-1,685
| Closed | -$158K | – | 140 |
|
|
2019
Q4 | $158K | Buy |
+1,685
| New | +$158K | 0.15% | 58 |
|