Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,713
| Closed | -$207K | – | 374 |
|
|
2024
Q1 | $207K | Buy |
+1,713
| New | +$207K | 0.03% | 315 |
|
|
2023
Q1 | – | Sell |
-1,890
| Closed | -$205K | – | 340 |
|
|
2022
Q4 | $205K | Buy |
+1,890
| New | +$205K | 0.08% | 201 |
|
|
2022
Q3 | – | Sell |
-2,035
| Closed | -$209K | – | 231 |
|
|
2022
Q2 | $209K | Buy |
2,035
+2
| +0.1% | +$205 | 0.08% | 181 |
|
|
2022
Q1 | $228K | Buy |
+2,033
| New | +$228K | 0.07% | 190 |
|