Premier Path Wealth Partners’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 | $414K | Sell |
3,108
-150
| -5% | -$20K | 0.06% | 275 |
|
|
2025
Q1 | $420K | Buy |
3,258
+109
| +3% | +$14.1K | 0.07% | 252 |
|
|
2024
Q4 | $402K | Buy |
3,149
+339
| +12% | +$43.2K | 0.06% | 258 |
|
|
2024
Q3 | $360K | Sell |
2,810
-1,941
| -41% | -$249K | 0.06% | 275 |
|
|
2024
Q2 | $563K | Buy |
4,751
+227
| +5% | +$26.9K | 0.1% | 205 |
|
|
2024
Q1 | $547K | Buy |
4,524
+142
| +3% | +$17.2K | 0.1% | 195 |
|
|
2023
Q4 | $489K | Buy |
+4,382
| New | +$489K | 0.11% | 194 |
|