Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,475
| Closed | -$2.05M | – | 71 |
|
|
2023
Q1 | $2.05M | Sell |
19,475
-68
| -0.3% | -$7.17K | 1.97% | 13 |
|
|
2022
Q4 | $2.11M | Sell |
19,543
-5,996
| -23% | -$649K | 2.16% | 12 |
|
|
2022
Q3 | $2.42M | Buy |
25,539
+5,819
| +30% | +$552K | 2.26% | 11 |
|
|
2022
Q2 | $2.01M | Buy |
19,720
+598
| +3% | +$60.8K | 2.59% | 11 |
|
|
2022
Q1 | $2.15M | Sell |
19,122
-1,804
| -9% | -$202K | 1.44% | 21 |
|
|
2021
Q4 | $2.35M | Buy |
20,926
+997
| +5% | +$112K | 1.57% | 22 |
|
|
2021
Q3 | $2.06M | Buy |
19,929
+41
| +0.2% | +$4.24K | 1.6% | 20 |
|
|
2021
Q2 | $2.08M | Buy |
19,888
+8,536
| +75% | +$894K | 1.63% | 19 |
|
|
2021
Q1 | $1.15M | Sell |
11,352
-797
| -7% | -$80.6K | 0.97% | 28 |
|
|
2020
Q4 | $1.11M | Sell |
12,149
-330
| -3% | -$30.2K | 0.9% | 25 |
|
|
2020
Q3 | $1.01M | Sell |
12,479
-3,106
| -20% | -$251K | 0.89% | 26 |
|
|
2020
Q2 | $1.23M | Sell |
15,585
-201
| -1% | -$15.8K | 1.22% | 25 |
|
|
2020
Q1 | $1.12M | Sell |
15,786
-3,421
| -18% | -$242K | 1.36% | 24 |
|
|
2019
Q4 | $1.8M | Buy |
+19,207
| New | +$1.8M | 1.64% | 22 |
|