Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $639K | Sell |
5,279
-25
| -0.5% | -$3.03K | 0.92% | 25 |
|
|
2023
Q4 | $592K | Sell |
5,304
-275
| -5% | -$30.7K | 0.9% | 24 |
|
|
2023
Q3 | $576K | Sell |
5,579
-65
| -1% | -$6.72K | 0.93% | 27 |
|
|
2023
Q2 | $599K | Hold |
5,644
| – | – | 0.9% | 27 |
|
|
2023
Q1 | $595K | Sell |
5,644
-37
| -0.7% | -$3.9K | 0.94% | 26 |
|
|
2022
Q4 | $615K | Sell |
5,681
-45
| -0.8% | -$4.87K | 0.97% | 24 |
|
|
2022
Q3 | $543K | Sell |
5,726
-50
| -0.9% | -$4.74K | 0.96% | 25 |
|
|
2022
Q2 | $588K | Sell |
5,776
-175
| -3% | -$17.8K | 1% | 25 |
|
|
2022
Q1 | $668K | Sell |
5,951
-535
| -8% | -$60.1K | 0.97% | 27 |
|
|
2021
Q4 | $727K | Buy |
+6,486
| New | +$727K | 1.01% | 24 |
|