RIS
Retirement Income Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Hold |
3,444
| – | – | 0.08% | 89 |
|
|
2025
Q1 | $444K | Hold |
3,444
| – | – | 0.09% | 80 |
|
|
2024
Q4 | $439K | Sell |
3,444
-413
| -11% | -$52.7K | 0.09% | 81 |
|
|
2024
Q3 | $494K | Hold |
3,857
| – | – | 0.11% | 73 |
|
|
2024
Q2 | $457K | Sell |
3,857
-720
| -16% | -$85.4K | 0.11% | 77 |
|
|
2024
Q1 | $554K | Buy |
4,577
+266
| +6% | +$32.2K | 0.13% | 74 |
|
|
2023
Q4 | $481K | Sell |
4,311
-770
| -15% | -$86K | 0.12% | 77 |
|
|
2023
Q3 | $525K | Hold |
5,081
| – | – | 0.15% | 68 |
|
|
2023
Q2 | $539K | Sell |
5,081
-92
| -2% | -$9.76K | 0.14% | 70 |
|
|
2023
Q1 | $546K | Sell |
5,173
-5,359
| -51% | -$565K | 0.16% | 70 |
|
|
2022
Q4 | $1.14M | Buy |
10,532
+7,747
| +278% | +$838K | 0.36% | 36 |
|
|
2022
Q3 | $268K | Buy |
2,785
+552
| +25% | +$53.1K | 0.1% | 90 |
|
|
2022
Q2 | $227K | Hold |
2,233
| – | – | 0.08% | 101 |
|
|
2022
Q1 | $251K | Hold |
2,233
| – | – | 0.07% | 101 |
|
|
2021
Q4 | $250K | Buy |
+2,233
| New | +$250K | 0.07% | 102 |
|