Panoramic Investment 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 | $2.99M | Buy |
22,448
+67
| +0.3% | +$8.93K | 1.84% | 14 |
|
2025
Q1 | $2.89M | Buy |
22,381
+295
| +1% | +$38K | 1.95% | 11 |
|
2024
Q4 | $2.82M | Buy |
22,086
+33
| +0.1% | +$4.21K | 1.84% | 15 |
|
2024
Q3 | $2.83M | Buy |
+22,053
| New | +$2.83M | 1.95% | 12 |
|
2024
Q1 | $2.62M | Buy |
21,695
+517
| +2% | +$62.6K | 1.93% | 13 |
|
2023
Q4 | $2.36M | Buy |
21,178
+79
| +0.4% | +$8.82K | 2.04% | 11 |
|
2023
Q3 | $2.18M | Buy |
+21,099
| New | +$2.18M | 2% | 13 |
|
2022
Q4 | $2.14M | Buy |
+19,768
| New | +$2.14M | 2.19% | 12 |
|