Provenance Wealth Advisors’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 | $487K | Hold |
3,653
| – | – | 0.07% | 67 |
|
|
2025
Q1 | $471K | Sell |
3,653
-50
| -1% | -$6.45K | 0.07% | 71 |
|
|
2024
Q4 | $472K | Sell |
3,703
-657
| -15% | -$83.8K | 0.06% | 93 |
|
|
2024
Q3 | $559K | Hold |
4,360
| – | – | 0.07% | 93 |
|
|
2024
Q2 | $517K | Buy |
4,360
+4,310
| +8,620% | +$511K | 0.07% | 84 |
|
|
2024
Q1 | $6.05K | Buy |
+50
| New | +$6.05K | ﹤0.01% | 345 |
|