Phillips Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Sell |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $327K | Buy |
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