Penney 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
2025
Q2
$7.57M Sell
56,791
-26,331
-32% -$3.51M 3.85% 8
2025
Q1
$10.7M Buy
83,122
+4,192
+5% +$541K 7.04% 4
2024
Q4
$10.1M Buy
78,930
+1,443
+2% +$184K 6.75% 4
2024
Q3
$9.93M Sell
77,487
-258
-0.3% -$33.1K 6.78% 4
2024
Q2
$9.22M Sell
77,745
-1,877
-2% -$223K 6.74% 4
2024
Q1
$9.63M Buy
79,622
+1,719
+2% +$208K 7.11% 4
2023
Q4
$8.7M Buy
+77,903
New +$8.7M 7.19% 4