Peterson Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-19,475
Closed -$2.05M 73
2023
Q1
$2.05M Sell
19,475
-68
-0.3% -$7.31K 1.97% 13
2022
Q4
$2.11M Sell
19,543
-5,996
-23% -$638K 2.16% 12
2022
Q3
$2.42M Buy
25,539
+5,819
+30% +$605K 2.26% 11
2022
Q2
$2.01M Buy
19,720
+598
+3% +$64.8K 2.59% 11
2022
Q1
$2.15M Sell
19,122
-1,804
-9% -$201K 1.44% 21
2021
Q4
$2.35M Buy
20,926
+997
+5% +$108K 1.57% 22
2021
Q3
$2.06M Buy
19,929
+41
+0.2% +$4.33K 1.6% 20
2021
Q2
$2.08M Buy
19,888
+8,536
+75% +$896K 1.63% 19
2021
Q1
$1.15M Sell
11,352
-797
-7% -$76.9K 0.97% 28
2020
Q4
$1.11M Sell
12,149
-330
-3% -$28.7K 0.9% 25
2020
Q3
$1.01M Sell
12,479
-3,106
-20% -$254K 0.89% 26
2020
Q2
$1.23M Sell
15,585
-201
-1% -$15.6K 1.22% 25
2020
Q1
$1.12M Sell
15,786
-3,421
-18% -$294K 1.36% 24
2019
Q4
$1.8M Buy
+19,207
New +$1.74M 1.64% 22

Other funds holding VYM