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