New England Private 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 | $2.45M | Sell |
18,057
-178
| -1% | -$24.2K | 0.36% | 57 |
|
|
2025
Q1 | $2.35M | Buy |
18,235
+116
| +0.6% | +$15K | 0.36% | 56 |
|
|
2024
Q4 | $2.32M | Buy |
18,119
+3,704
| +26% | +$473K | 0.37% | 54 |
|
|
2024
Q3 | $1.85M | Buy |
14,415
+325
| +2% | +$41.7K | 0.3% | 59 |
|
|
2024
Q2 | $1.68M | Buy |
14,090
+60
| +0.4% | +$7.14K | 0.29% | 60 |
|
|
2024
Q1 | $1.69M | Sell |
14,030
-1,235
| -8% | -$149K | 0.3% | 56 |
|
|
2023
Q4 | $1.7M | Sell |
15,265
-1,089
| -7% | -$122K | 0.31% | 54 |
|
|
2023
Q3 | $1.69M | Sell |
16,354
-4,029
| -20% | -$416K | 0.35% | 52 |
|
|
2023
Q2 | $2.16M | Sell |
20,383
-57,238
| -74% | -$6.07M | 0.44% | 46 |
|
|
2023
Q1 | $8.19M | Sell |
77,621
-687
| -0.9% | -$72.5K | 1.66% | 17 |
|
|
2022
Q4 | $8.47M | Buy |
78,308
+23,676
| +43% | +$2.56M | 1.8% | 17 |
|
|
2022
Q3 | $5.19M | Buy |
54,632
+6,177
| +13% | +$586K | 1.22% | 23 |
|
|
2022
Q2 | $5.44M | Sell |
48,455
-2
| -0% | -$225 | 0.99% | 27 |
|
|
2022
Q1 | $5.44M | Sell |
48,457
-86,040
| -64% | -$9.66M | 0.99% | 27 |
|
|
2021
Q4 | $4.81M | Buy |
134,497
+90,928
| +209% | +$3.25M | 0.84% | 28 |
|
|
2021
Q3 | $4.5M | Buy |
43,569
+105
| +0.2% | +$10.9K | 0.84% | 27 |
|
|
2021
Q2 | $4.56M | Buy |
43,464
+3,044
| +8% | +$319K | 0.87% | 26 |
|
|
2021
Q1 | $4.08M | Buy |
+40,420
| New | +$4.08M | 0.7% | 33 |
|