PCA Investment Advisory Services’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
Q1 | – | Sell |
-1,630
| Closed | -$208K | – | 141 |
|
|
2024
Q4 | $208K | Sell |
1,630
-153
| -9% | -$19.5K | 0.1% | 137 |
|
|
2024
Q3 | $229K | Buy |
+1,783
| New | +$229K | 0.11% | 132 |
|
|
2023
Q4 | – | Sell |
-2,118
| Closed | -$219K | – | 125 |
|
|
2023
Q3 | $219K | Hold |
2,118
| – | – | 0.16% | 100 |
|
|
2023
Q2 | $225K | Hold |
2,118
| – | – | 0.13% | 98 |
|
|
2023
Q1 | $223K | Buy |
+2,118
| New | +$223K | 0.16% | 101 |
|