Phillips Wealth Planners’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 | $310K | Sell |
2,302
-55
| -2% | -$7.41K | 0.28% | 128 |
|
|
2025
Q1 | $285K | Sell |
2,357
-53
| -2% | -$6.41K | 0.3% | 115 |
|
|
2024
Q4 | $304K | Sell |
2,410
-228
| -9% | -$28.8K | 0.3% | 118 |
|
|
2024
Q3 | $346K | Sell |
2,638
-39
| -1% | -$5.12K | 0.33% | 108 |
|
|
2024
Q2 | $321K | Sell |
2,677
-45
| -2% | -$5.4K | 0.34% | 104 |
|
|
2024
Q1 | $313K | Sell |
2,722
-175
| -6% | -$20.1K | 0.36% | 102 |
|
|
2023
Q4 | $320K | Buy |
2,897
+8
| +0.3% | +$883 | 0.39% | 89 |
|
|
2023
Q3 | $295K | Buy |
2,889
+1
| +0% | +$102 | 0.4% | 93 |
|
|
2023
Q2 | $306K | Buy |
2,888
+23
| +0.8% | +$2.44K | 0.4% | 92 |
|
|
2023
Q1 | $306K | Sell |
2,865
-80
| -3% | -$8.54K | 0.4% | 92 |
|
|
2022
Q4 | $327K | Buy |
+2,945
| New | +$327K | 0.57% | 64 |
|