Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,585
| Closed | -$739K | – | 72 |
|
|
2022
Q1 | $739K | Buy |
6,585
+936
| +17% | +$105K | 0.32% | 35 |
|
|
2021
Q4 | $633K | Sell |
5,649
-115
| -2% | -$12.9K | 0.26% | 43 |
|
|
2021
Q3 | $596K | Buy |
5,764
+2,107
| +58% | +$218K | 0.25% | 41 |
|
|
2021
Q2 | $383K | Buy |
3,657
+1,383
| +61% | +$145K | 0.15% | 54 |
|
|
2021
Q1 | $230K | Hold |
2,274
| – | – | 0.1% | 70 |
|
|
2020
Q4 | $208K | Buy |
+2,274
| New | +$208K | 0.1% | 69 |
|
|
2020
Q3 | – | Sell |
-2,562
| Closed | -$202K | – | 68 |
|
|
2020
Q2 | $202K | Buy |
+2,562
| New | +$202K | 0.11% | 61 |
|
|
2020
Q1 | – | Sell |
-3,882
| Closed | -$364K | – | 609 |
|
|
2019
Q4 | $364K | Hold |
3,882
| – | – | 0.16% | 48 |
|
|
2019
Q3 | $344K | Hold |
3,882
| – | – | 0.16% | 49 |
|
|
2019
Q2 | $339K | Buy |
3,882
+140
| +4% | +$12.2K | 0.16% | 46 |
|
|
2019
Q1 | $321K | Hold |
3,742
| – | – | 0.17% | 47 |
|
|
2018
Q4 | $292K | Buy |
+3,742
| New | +$292K | 0.18% | 31 |
|