Perfromance Wealth Partners’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 | $18.4M | Buy |
138,316
+5,349
| +4% | +$713K | 0.59% | 21 |
|
|
2025
Q1 | $17.1M | Buy |
132,967
+6,877
| +5% | +$887K | 0.61% | 20 |
|
|
2024
Q4 | $16.1M | Buy |
126,090
+3,275
| +3% | +$418K | 0.52% | 20 |
|
|
2024
Q3 | $15.7M | Sell |
122,815
-59,968
| -33% | -$7.69M | 0.54% | 19 |
|
|
2024
Q2 | $21.7M | Sell |
182,783
-94,714
| -34% | -$11.2M | 0.8% | 16 |
|
|
2024
Q1 | $33.6M | Sell |
277,497
-270,989
| -49% | -$32.8M | 1.41% | 10 |
|
|
2023
Q4 | $61.2M | Sell |
548,486
-5,935
| -1% | -$663K | 2.69% | 7 |
|
|
2023
Q3 | $57.3M | Buy |
554,421
+9,464
| +2% | +$978K | 2.78% | 7 |
|
|
2023
Q2 | $57.8M | Sell |
544,957
-1,649
| -0.3% | -$175K | 2.66% | 7 |
|
|
2023
Q1 | $57.7M | Buy |
546,606
+33,282
| +6% | +$3.51M | 2.96% | 7 |
|
|
2022
Q4 | $55.5M | Buy |
513,324
+23,764
| +5% | +$2.57M | 3.34% | 7 |
|
|
2022
Q3 | $46.4M | Buy |
489,560
+152,062
| +45% | +$14.4M | 2.69% | 7 |
|
|
2022
Q2 | $34.3M | Buy |
337,498
+111,419
| +49% | +$11.3M | 1.93% | 9 |
|
|
2022
Q1 | $25.4M | Buy |
226,079
+31,401
| +16% | +$3.52M | 1.11% | 17 |
|
|
2021
Q4 | $21.8M | Buy |
+194,678
| New | +$21.8M | 0.88% | 19 |
|