PCS
Private Client Services’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 | $566K | Buy |
4,244
+349
| +9% | +$46.5K | 0.22% | 94 |
|
|
2025
Q1 | $502K | Sell |
3,895
-126
| -3% | -$16.3K | 0.25% | 84 |
|
|
2024
Q4 | $513K | Sell |
4,021
-10
| -0.2% | -$1.28K | 0.28% | 81 |
|
|
2024
Q3 | $517K | Buy |
4,031
+107
| +3% | +$13.7K | 0.28% | 74 |
|
|
2024
Q2 | $465K | Sell |
3,924
-314
| -7% | -$37.2K | 0.29% | 77 |
|
|
2024
Q1 | $513K | Sell |
4,238
-351
| -8% | -$42.5K | 0.34% | 66 |
|
|
2023
Q4 | $512K | Buy |
+4,589
| New | +$512K | 0.42% | 76 |
|