RG
Retirement Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.83M | Buy |
15,090
+193
| +1% | +$23.4K | 0.65% | 24 |
|
|
2023
Q4 | $1.66M | Buy |
14,897
+50
| +0.3% | +$5.58K | 0.67% | 23 |
|
|
2023
Q3 | $1.53M | Buy |
14,847
+4,922
| +50% | +$509K | 0.64% | 27 |
|
|
2023
Q2 | $1.05M | Hold |
9,925
| – | – | 0.44% | 35 |
|
|
2023
Q1 | $1.05M | Sell |
9,925
-290
| -3% | -$30.6K | 0.48% | 35 |
|
|
2022
Q4 | $1.11M | Buy |
10,215
+9,440
| +1,218% | +$1.02M | 0.54% | 32 |
|
|
2022
Q3 | $74K | Sell |
775
-8,570
| -92% | -$818K | 0.06% | 99 |
|
|
2022
Q2 | $950K | Buy |
9,345
+65
| +0.7% | +$6.61K | 0.39% | 42 |
|
|
2022
Q1 | $1.04M | Buy |
9,280
+430
| +5% | +$48.3K | 0.4% | 38 |
|
|
2021
Q4 | $992K | Buy |
8,850
+125
| +1% | +$14K | 0.43% | 40 |
|
|
2021
Q3 | $902K | Buy |
8,725
+2,000
| +30% | +$207K | 0.41% | 48 |
|
|
2021
Q2 | $705K | Buy |
6,725
+15
| +0.2% | +$1.57K | 0.34% | 52 |
|
|
2021
Q1 | $678K | Hold |
6,710
| – | – | 0.31% | 54 |
|
|
2020
Q4 | $614K | Sell |
6,710
-100
| -1% | -$9.15K | 0.28% | 55 |
|
|
2020
Q3 | $551K | Hold |
6,810
| – | – | 0.31% | 57 |
|
|
2020
Q2 | $536K | Buy |
+6,810
| New | +$536K | 0.33% | 58 |
|
|
2019
Q4 | $575K | Buy |
+6,140
| New | +$575K | 0.37% | 51 |
|