Newbridge Financial Services Group’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 | $31.5K | Hold |
237
| – | – | 0.01% | 601 |
|
|
2025
Q1 | $30.5K | Sell |
237
-179
| -43% | -$23K | 0.01% | 470 |
|
|
2024
Q4 | $53.1K | Buy |
+416
| New | +$53.1K | 0.01% | 392 |
|
|
2024
Q3 | – | Sell |
-466
| Closed | -$55.3K | – | 1116 |
|
|
2024
Q2 | $55.3K | Sell |
466
-69
| -13% | -$8.19K | 0.02% | 359 |
|
|
2024
Q1 | $64.8K | Hold |
535
| – | – | 0.03% | 354 |
|
|
2023
Q4 | $59.7K | Sell |
535
-340
| -39% | -$38K | 0.03% | 354 |
|
|
2023
Q3 | $90.4K | Buy |
875
+94
| +12% | +$9.71K | 0.05% | 319 |
|
|
2023
Q2 | $82.8K | Sell |
781
-50
| -6% | -$5.3K | 0.04% | 349 |
|
|
2023
Q1 | $87.7K | Buy |
831
+77
| +10% | +$8.13K | 0.05% | 340 |
|
|
2022
Q4 | $81.5K | Buy |
754
+249
| +49% | +$26.9K | 0.05% | 343 |
|
|
2022
Q3 | $48K | Buy |
505
+23
| +5% | +$2.19K | 0.03% | 465 |
|
|
2022
Q2 | $49K | Buy |
482
+2
| +0.4% | +$203 | 0.03% | 409 |
|
|
2022
Q1 | $54K | Buy |
480
+1
| +0.2% | +$113 | 0.03% | 463 |
|
|
2021
Q4 | $54K | Buy |
479
+70
| +17% | +$7.89K | 0.03% | 444 |
|
|
2021
Q3 | $42K | Buy |
409
+321
| +365% | +$33K | 0.03% | 467 |
|
|
2021
Q2 | $9K | Buy |
+88
| New | +$9K | 0.01% | 1022 |
|