Planning Center Inc’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 | $243K | Sell |
1,820
-66
| -3% | -$8.8K | 0.03% | 68 |
|
|
2025
Q1 | $243K | Buy |
1,886
+66
| +4% | +$8.51K | 0.03% | 65 |
|
|
2024
Q4 | $232K | Hold |
1,820
| – | – | 0.03% | 60 |
|
|
2024
Q3 | $233K | Hold |
1,820
| – | – | 0.03% | 63 |
|
|
2024
Q2 | $216K | Hold |
1,820
| – | – | 0.03% | 62 |
|
|
2024
Q1 | $220K | Buy |
+1,820
| New | +$220K | 0.05% | 55 |
|