Safeguard Financial’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 | $212K | Sell |
1,646
-111
| -6% | -$14.3K | 0.05% | 101 |
|
|
2024
Q4 | $224K | Sell |
1,757
-1,049
| -37% | -$134K | 0.05% | 107 |
|
|
2024
Q3 | $360K | Buy |
+2,806
| New | +$360K | 0.08% | 85 |
|
|
2024
Q1 | – | Sell |
-1,809
| Closed | -$202K | – | 85 |
|
|
2023
Q4 | $202K | Sell |
1,809
-635
| -26% | -$70.9K | 0.08% | 77 |
|
|
2023
Q3 | $253K | Sell |
2,444
-83
| -3% | -$8.58K | 0.12% | 58 |
|
|
2023
Q2 | $268K | Sell |
2,527
-538
| -18% | -$57.1K | 0.13% | 57 |
|
|
2023
Q1 | $323K | Buy |
3,065
+988
| +48% | +$104K | 0.2% | 49 |
|
|
2022
Q4 | $225K | Buy |
+2,077
| New | +$225K | 0.16% | 59 |
|
|
2022
Q2 | – | Sell |
-1,982
| Closed | -$222K | – | 52 |
|
|
2022
Q1 | $222K | Buy |
+1,982
| New | +$222K | 0.33% | 45 |
|