Pursue Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,850
| Closed | -$398K | – | 102 |
|
|
2023
Q3 | $398K | Sell |
3,850
-2,727
| -41% | -$282K | 0.28% | 64 |
|
|
2023
Q2 | $698K | Sell |
6,577
-119
| -2% | -$12.6K | 0.44% | 55 |
|
|
2023
Q1 | $706K | Buy |
6,696
+3,078
| +85% | +$325K | 0.48% | 52 |
|
|
2022
Q4 | $392K | Sell |
3,618
-593
| -14% | -$64.2K | 0.3% | 69 |
|
|
2022
Q3 | $400K | Buy |
4,211
+1,848
| +78% | +$176K | 0.29% | 74 |
|
|
2022
Q2 | $240K | Buy |
2,363
+1,376
| +139% | +$140K | 0.15% | 100 |
|
|
2022
Q1 | $111K | Buy |
+987
| New | +$111K | 0.05% | 155 |
|