RKL Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,711
| Closed | -$207K | – | 159 |
|
|
2024
Q1 | $207K | Sell |
1,711
-1,333
| -44% | -$161K | 0.02% | 154 |
|
|
2023
Q4 | $340K | Buy |
+3,044
| New | +$340K | 0.04% | 114 |
|
|
2022
Q4 | – | Sell |
-2,214
| Closed | -$210K | – | 135 |
|
|
2022
Q3 | $210K | Buy |
2,214
+17
| +0.8% | +$1.61K | 0.03% | 126 |
|
|
2022
Q2 | $223K | Buy |
+2,197
| New | +$223K | 0.03% | 128 |
|