OPPS
Obsidian Personal Planning Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Hold |
4,179
| – | – | 0.23% | 44 |
|
|
2025
Q1 | $520K | Buy |
4,179
+565
| +16% | +$70.3K | 0.23% | 41 |
|
|
2024
Q4 | $478K | Hold |
3,614
| – | – | 0.23% | 45 |
|
|
2024
Q3 | $462K | Sell |
3,614
-17
| -0.5% | -$2.17K | 0.24% | 45 |
|
|
2024
Q2 | $431K | Hold |
3,631
| – | – | 0.26% | 45 |
|
|
2024
Q1 | $423K | Sell |
3,631
-75
| -2% | -$8.74K | 0.28% | 44 |
|
|
2023
Q4 | $414K | Buy |
3,706
+51
| +1% | +$5.7K | 0.32% | 40 |
|
|
2023
Q3 | $378K | Hold |
3,655
| – | – | 0.32% | 41 |
|
|
2023
Q2 | $388K | Sell |
3,655
-958
| -21% | -$102K | 0.48% | 38 |
|
|
2023
Q1 | $487K | Buy |
4,613
+832
| +22% | +$87.8K | 0.71% | 23 |
|
|
2022
Q4 | $409K | Sell |
3,781
-191
| -5% | -$20.7K | 0.66% | 25 |
|
|
2022
Q3 | $377K | Sell |
3,972
-108
| -3% | -$10.3K | 0.69% | 26 |
|
|
2022
Q2 | $415K | Buy |
+4,080
| New | +$415K | 0.71% | 24 |
|