Prosperity Planning’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 | $267K | Sell |
2,003
-8
| -0.4% | -$1.07K | 0.08% | 100 |
|
2025
Q1 | $259K | Buy |
2,011
+51
| +3% | +$6.58K | 0.08% | 97 |
|
2024
Q4 | $250K | Sell |
1,960
-271
| -12% | -$34.6K | 0.08% | 96 |
|
2024
Q3 | $286K | Hold |
2,231
| – | – | 0.09% | 93 |
|
2024
Q2 | $265K | Buy |
2,231
+147
| +7% | +$17.4K | 0.09% | 92 |
|
2024
Q1 | $252K | Hold |
2,084
| – | – | 0.09% | 86 |
|
2023
Q4 | $233K | Sell |
2,084
-1,384
| -40% | -$154K | 0.09% | 87 |
|
2023
Q3 | $358K | Buy |
+3,468
| New | +$358K | 0.15% | 71 |
|
2022
Q2 | – | Sell |
-1,799
| Closed | -$202K | – | 109 |
|
2022
Q1 | $202K | Hold |
1,799
| – | – | 0.1% | 70 |
|
2021
Q4 | $202K | Buy |
+1,799
| New | +$202K | 0.1% | 72 |
|