PS
Principal Securities’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.32M | Buy |
47,399
+5,853
| +14% | +$780K | 0.12% | 162 |
|
2025
Q1 | $5.3M | Buy |
41,546
+175
| +0.4% | +$22.3K | 0.12% | 165 |
|
2024
Q4 | $5.28M | Buy |
41,371
+448
| +1% | +$57.2K | 0.12% | 166 |
|
2024
Q3 | $5.25M | Sell |
40,923
-1,539
| -4% | -$197K | 0.13% | 157 |
|
2024
Q2 | $5.04M | Sell |
42,462
-2,108
| -5% | -$250K | 0.14% | 139 |
|
2024
Q1 | $5.39M | Sell |
44,570
-1,104
| -2% | -$134K | 0.17% | 117 |
|
2023
Q4 | $5.1M | Buy |
+45,674
| New | +$5.1M | 0.19% | 109 |
|