Paragon Private Wealth Management’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 | $327K | Hold |
2,452
| – | – | 0.13% | 156 |
|
|
2025
Q1 | $316K | Sell |
2,452
-432
| -15% | -$55.7K | 0.15% | 148 |
|
|
2024
Q4 | $368K | Buy |
2,884
+637
| +28% | +$81.3K | 0.17% | 127 |
|
|
2024
Q3 | $288K | Buy |
2,247
+63
| +3% | +$8.08K | 0.14% | 133 |
|
|
2024
Q2 | $259K | Buy |
2,184
+447
| +26% | +$53K | 0.15% | 134 |
|
|
2024
Q1 | $210K | Buy |
+1,737
| New | +$210K | 0.13% | 140 |
|
|
2023
Q4 | – | Sell |
-2,030
| Closed | -$210K | – | 143 |
|
|
2023
Q3 | $210K | Hold |
2,030
| – | – | 0.17% | 119 |
|
|
2023
Q2 | $215K | Hold |
2,030
| – | – | 0.17% | 120 |
|
|
2023
Q1 | $214K | Hold |
2,030
| – | – | 0.18% | 122 |
|
|
2022
Q4 | $220K | Buy |
+2,030
| New | +$220K | 0.2% | 120 |
|