Redmont 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
Q1 | $450K | Buy |
3,491
+150
| +4% | +$19.3K | 0.88% | 26 |
|
|
2024
Q4 | $426K | Sell |
3,341
-4,099
| -55% | -$523K | 0.74% | 41 |
|
|
2024
Q3 | $954K | Buy |
7,440
+4,099
| +123% | +$525K | 1.48% | 12 |
|
|
2024
Q2 | $396K | Hold |
3,341
| – | – | 0.62% | 47 |
|
|
2024
Q1 | $404K | Sell |
3,341
-4,286
| -56% | -$519K | 0.56% | 47 |
|
|
2023
Q4 | $851K | Sell |
7,627
-3,343
| -30% | -$373K | 1.24% | 20 |
|
|
2023
Q3 | $1.13M | Hold |
10,970
| – | – | 1.99% | 11 |
|
|
2023
Q2 | $1.16M | Sell |
10,970
-2,714
| -20% | -$288K | 2% | 10 |
|
|
2023
Q1 | $1.44M | Sell |
13,684
-7,511
| -35% | -$792K | 2.91% | 8 |
|
|
2022
Q4 | $2.29M | Sell |
21,195
-13
| -0.1% | -$1.41K | 2.69% | 7 |
|
|
2022
Q3 | $2.01M | Buy |
21,208
+873
| +4% | +$82.8K | 2.62% | 8 |
|
|
2022
Q2 | $2.07M | Buy |
20,335
+8,925
| +78% | +$908K | 2.51% | 7 |
|
|
2022
Q1 | $1.28M | Buy |
11,410
+2,335
| +26% | +$262K | 1.36% | 14 |
|
|
2021
Q4 | $1.02M | Buy |
+9,075
| New | +$1.02M | 1.09% | 15 |
|