Northwest Financial 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 | $251K | Sell |
1,886
-88
| -4% | -$11.7K | 0.35% | 77 |
|
|
2025
Q1 | $255K | Hold |
1,974
| – | – | 0.21% | 96 |
|
|
2024
Q4 | $252K | Buy |
1,974
+750
| +61% | +$95.7K | 0.21% | 94 |
|
|
2024
Q3 | $157K | Buy |
+1,224
| New | +$157K | 0.12% | 121 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$67K | – | 531 |
|
|
2023
Q4 | $67K | Buy |
+600
| New | +$67K | 0.06% | 181 |
|