Safeguard Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,090
| Closed | -$220K | – | 109 |
|
|
2023
Q1 | $220K | Sell |
2,090
-525
| -20% | -$55.4K | 0.11% | 90 |
|
|
2022
Q4 | $283K | Sell |
2,615
-673
| -20% | -$72.9K | 0.17% | 76 |
|
|
2022
Q3 | $312K | Sell |
3,288
-19
| -0.6% | -$1.8K | 0.21% | 66 |
|
|
2022
Q2 | $371K | Hold |
3,307
| – | – | 0.23% | 63 |
|
|
2022
Q1 | $371K | Sell |
3,307
-264
| -7% | -$29.6K | 0.25% | 55 |
|
|
2021
Q4 | $400K | Sell |
3,571
-22
| -0.6% | -$2.46K | 0.23% | 58 |
|
|
2021
Q3 | $371K | Sell |
3,593
-313
| -8% | -$32.3K | 0.24% | 58 |
|
|
2021
Q2 | $409K | Buy |
3,906
+303
| +8% | +$31.7K | 0.29% | 56 |
|
|
2021
Q1 | $364K | Sell |
3,603
-422
| -10% | -$42.6K | 0.33% | 55 |
|
|
2020
Q4 | $368K | Buy |
+4,025
| New | +$368K | 0.33% | 53 |
|